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Kernodle & Katon Asset Management Group’s iShares National Muni Bond ETF MUB Stock Holding History

Kernodle & Katon Asset Management Group’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$17K Sell
155
-220
-59% -$23.9K 0.01% 204
2016
Q4 		$41K Sell
375
-223
-37% -$24.4K 0.02% 171
2016
Q3 		$67K Hold
598
– – 0.04% 162
2016
Q2 		$68K Buy
598
+488
+444% +$54.9K 0.06% 115
2016
Q1 		$12K Hold
110
– – 0.01% 204
2015
Q4 		$12K Buy
+110
New +$12.1K 0.01% 200

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Kernodle & Katon Asset Management Group's MUB Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group reduced its iShares National Muni Bond ETF (MUB) stake by 59% in Q1 2017, selling an estimated $23.9K and leaving 155 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #204.

Kernodle & Katon Asset Management Group first reported a position in MUB in Q4 2015 and has held it in 6 quarters since. The position peaked at $68K in Q2 2016. 436 funds tracked by Wall St. Rank hold MUB as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 155 shares of iShares National Muni Bond ETF worth $17K as of Q1 2017.
  • Kernodle & Katon Asset Management Group sold 220 iShares National Muni Bond ETF shares in Q1 2017, an estimated $23.9K.
  • iShares National Muni Bond ETF made up 0.01% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #204 holding.
  • Kernodle & Katon Asset Management Group first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 6 quarters since.
  • Kernodle & Katon Asset Management Group's iShares National Muni Bond ETF position peaked at $68K in Q2 2016.
  • 436 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.