MV Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

MV Capital Management’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
2018 Q4	–	Sell	-153	Closed	-$17K	–	345
2018 Q3	$17K	Hold	153	–	–	﹤0.01%	212
2018 Q2	$17K	Hold	153	–	–	﹤0.01%	212
2018 Q1	$17K	Sell	153 -238	-61%	-$26K	﹤0.01%	211
2017 Q4	$43K	Sell	391 -15	-4%	-$1.66K	0.01%	172
2017 Q3	$45K	Sell	406 -30	-7%	-$3.33K	0.01%	162
2017 Q2	$48K	Sell	436 -522	-54%	-$57.4K	0.01%	160
2017 Q1	$104K	Sell	958 -2,249	-70%	-$244K	0.03%	129
2016 Q4	$347K	Sell	3,207 -20,039	-86%	-$2.19M	0.12%	63
2016 Q3	$2.62M	Buy	23,246 +5,917	+34%	+$670K	0.95%	17
2016 Q2	$1.97M	Buy	17,329 +14,349	+482%	+$1.61M	0.72%	21
2016 Q1	$333K	Buy	+2,980	New	+$332K	0.13%	61

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MV Capital Management's MUB Position: Q4 2018 in Review

MV Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2018, closing a stake of 153 shares — an estimated $17K sold.

MV Capital Management first reported a position in MUB in Q1 2016 and held it in 11 quarters. The position peaked at $2.62M in Q3 2016. 597 funds tracked by Wall St. Rank hold MUB as of Q4 2018.

MV Capital Management reported no remaining iShares National Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
MV Capital Management sold 153 iShares National Muni Bond ETF shares in Q4 2018, an estimated $17K.
MV Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2016 and held it in 11 quarters.
MV Capital Management's iShares National Muni Bond ETF position peaked at $2.62M in Q3 2016.
597 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2018.

Based on MV Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.