Peachtree Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Peachtree Investment Advisors’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 Q3	–	Sell	-1,100	Closed	-$119K	–	202
2015 Q2	$119K	Sell	1,100 -400	-27%	-$43.6K	0.09%	141
2015 Q1	$166K	Hold	1,500	–	–	0.12%	141
2014 Q4	$166K	Hold	1,500	–	–	0.11%	153
2014 Q3	$165K	Buy	+1,500	New	+$164K	0.11%	144
2014 Q2	–	Sell	-1,930	Closed	-$207K	–	135
2014 Q1	$207K	Hold	1,930	–	–	0.14%	128
2013 Q4	$200K	Buy	+1,930	New	+$201K	0.14%	126

Other funds holding MUB

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

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

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

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

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

Ally Financial Detroit, Michigan $804M AUM 0.18% 1-Year Est. Return

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

Peachtree Investment Advisors's MUB Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2015, closing a stake of 1,100 shares — an estimated $119K sold.

Peachtree Investment Advisors first reported a position in MUB in Q4 2013 and held it in 6 quarters. The position peaked at $207K in Q1 2014. 296 funds tracked by Wall St. Rank hold MUB as of Q3 2015.

Peachtree Investment Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 1,100 iShares National Muni Bond ETF shares in Q3 2015, an estimated $119K.
Peachtree Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2013 and held it in 6 quarters.
Peachtree Investment Advisors's iShares National Muni Bond ETF position peaked at $207K in Q1 2014.
296 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.