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Leonetti & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Leonetti & Associates’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
2015
Q1 		– Sell
-6,600
Closed -$728K – 45
2014
Q4 		$728K Hold
6,600
– – 0.23% 38
2014
Q3 		$724K Buy
6,600
+4,400
+200% +$480K 0.23% 36
2014
Q2 		$239K Sell
2,200
-4,400
-67% -$476K 0.08% 32
2014
Q1 		$707K Hold
6,600
– – 0.24% 32
2013
Q4 		$685K Buy
6,600
+2,200
+50% +$229K 0.24% 33
2013
Q3 		$460K Buy
+4,400
New +$454K 0.17% 36

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Leonetti & Associates's MUB Position: Q1 2015 in Review

Leonetti & Associates sold out of iShares National Muni Bond ETF (MUB) in Q1 2015, closing a stake of 6,600 shares — an estimated $728K sold.

Leonetti & Associates first reported a position in MUB in Q3 2013 and held it in 6 quarters. The position peaked at $728K in Q4 2014. 295 funds tracked by Wall St. Rank hold MUB as of Q1 2015.

  • Leonetti & Associates reported no remaining iShares National Muni Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Leonetti & Associates sold 6,600 iShares National Muni Bond ETF shares in Q1 2015, an estimated $728K.
  • Leonetti & Associates first reported a position in iShares National Muni Bond ETF in Q3 2013 and held it in 6 quarters.
  • Leonetti & Associates's iShares National Muni Bond ETF position peaked at $728K in Q4 2014.
  • 295 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2015.

Based on Leonetti & Associates's 13F filing for Q1 2015, filed 15 May 2015.