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

Peavine Capital’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	-12,831	Closed	-$1.42M	–	18
2014 Q4	$1.42M	Sell	12,831 -31,907	-71%	-$3.51M	0.92%	6
2014 Q3	$4.91M	Sell	44,738 -4,567	-9%	-$498K	3.3%	4
2014 Q2	$5.36M	Sell	49,305 -553	-1%	-$59.8K	3.65%	4
2014 Q1	$5.34M	Buy	49,858 +6,122	+14%	+$650K	3.7%	4
2013 Q4	$4.54M	Buy	+43,736	New	+$4.56M	3.35%	4

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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

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

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

Peavine Capital's MUB Position: Q1 2015 in Review

Peavine Capital sold out of iShares National Muni Bond ETF (MUB) in Q1 2015, closing a stake of 12,831 shares — an estimated $1.42M sold.

Peavine Capital first reported a position in MUB in Q4 2013 and held it in 5 quarters. The position peaked at $5.36M in Q2 2014. 295 funds tracked by Wall St. Rank hold MUB as of Q1 2015.

Peavine Capital reported no remaining iShares National Muni Bond ETF position as of Q1 2015 after selling out during the quarter.
Peavine Capital sold 12,831 iShares National Muni Bond ETF shares in Q1 2015, an estimated $1.42M.
Peavine Capital first reported a position in iShares National Muni Bond ETF in Q4 2013 and held it in 5 quarters.
Peavine Capital's iShares National Muni Bond ETF position peaked at $5.36M in Q2 2014.
295 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2015.

Based on Peavine Capital's 13F filing for Q1 2015, filed 15 May 2015.