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Pegasus Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Pegasus Partners’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
2016
Q4 		– Sell
-12,743
Closed -$1.44M – 117
2016
Q3 		$1.44M Buy
+12,743
New +$1.44M 0.68% 44

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Pegasus Partners's MUB Position: Q4 2016 in Review

Pegasus Partners sold out of iShares National Muni Bond ETF (MUB) in Q4 2016, closing a stake of 12,743 shares — an estimated $1.44M sold.

Pegasus Partners first reported a position in MUB in Q3 2016 and held it in 1 quarter. The position peaked at $1.44M in Q3 2016. 437 funds tracked by Wall St. Rank hold MUB as of Q4 2016.

  • Pegasus Partners reported no remaining iShares National Muni Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Pegasus Partners sold 12,743 iShares National Muni Bond ETF shares in Q4 2016, an estimated $1.44M.
  • Pegasus Partners first reported a position in iShares National Muni Bond ETF in Q3 2016 and held it in 1 quarter.
  • Pegasus Partners's iShares National Muni Bond ETF position peaked at $1.44M in Q3 2016.
  • 437 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2016.

Based on Pegasus Partners's 13F filing for Q4 2016, filed 3 Feb 2017.