Rowland Carmichael Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Rowland Carmichael 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
2019 Q1	–	Sell	-4,580	Closed	-$499K	–	336
2018 Q4	$499K	Hold	4,580	–	–	0.22%	118
2018 Q3	$494K	Hold	4,580	–	–	0.19%	135
2018 Q2	$499K	Hold	4,580	–	–	0.21%	125
2018 Q1	$499K	Hold	4,580	–	–	0.27%	110
2017 Q4	$507K	Hold	4,580	–	–	0.26%	122
2017 Q3	$508K	Hold	4,580	–	–	0.28%	116
2017 Q2	$504K	Buy	+4,580	New	+$504K	0.29%	109

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

Rowland Carmichael Advisors's MUB Position: Q1 2019 in Review

Rowland Carmichael Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2019, closing a stake of 4,580 shares — an estimated $499K sold.

Rowland Carmichael Advisors first reported a position in MUB in Q2 2017 and held it in 7 quarters. The position peaked at $508K in Q3 2017. 616 funds tracked by Wall St. Rank hold MUB as of Q1 2019.

Rowland Carmichael Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
Rowland Carmichael Advisors sold 4,580 iShares National Muni Bond ETF shares in Q1 2019, an estimated $499K.
Rowland Carmichael Advisors first reported a position in iShares National Muni Bond ETF in Q2 2017 and held it in 7 quarters.
Rowland Carmichael Advisors's iShares National Muni Bond ETF position peaked at $508K in Q3 2017.
616 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2019, filed 10 Feb 2020.