KF
MUB icon

Krilogy Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Krilogy Financial’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
Q2 		– Sell
-1,300
Closed -$141K – 761
2017
Q1 		$141K Hold
1,300
– – 0.04% 161
2016
Q4 		$141K Hold
1,300
– – 0.04% 161
2016
Q3 		$147K Buy
+1,300
New +$147K 0.05% 161

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $617B AUM 30.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Krilogy Financial's MUB Position: Q2 2017 in Review

Krilogy Financial sold out of iShares National Muni Bond ETF (MUB) in Q2 2017, closing a stake of 1,300 shares — an estimated $141K sold.

Krilogy Financial first reported a position in MUB in Q3 2016 and held it in 3 quarters. The position peaked at $147K in Q3 2016. 442 funds tracked by Wall St. Rank hold MUB as of Q2 2017.

  • Krilogy Financial reported no remaining iShares National Muni Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Krilogy Financial sold 1,300 iShares National Muni Bond ETF shares in Q2 2017, an estimated $141K.
  • Krilogy Financial first reported a position in iShares National Muni Bond ETF in Q3 2016 and held it in 3 quarters.
  • Krilogy Financial's iShares National Muni Bond ETF position peaked at $147K in Q3 2016.
  • 442 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2017.

Based on Krilogy Financial's 13F filing for Q2 2017, filed 15 Aug 2017.