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

Spruce 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
2017 Q4	–	Sell	-18,412	Closed	-$2.04M	–	26
2017 Q3	$2.04M	Sell	18,412 -65,283	-78%	-$7.24M	3.94%	14
2017 Q2	$9.22M	Buy	83,695 +78,837	+1,623%	+$8.67M	16.29%	1
2017 Q1	$529K	Buy	4,858 +840	+21%	+$91.1K	0.61%	33
2016 Q4	$435K	Sell	4,018 -145,176	-97%	-$15.9M	0.34%	25
2016 Q3	$16.8M	Sell	149,194 -26,395	-15%	-$2.99M	10.59%	3
2016 Q2	$20M	Buy	175,589 +33,071	+23%	+$3.72M	11.37%	3
2016 Q1	$15.9M	Buy	+142,518	New	+$15.9M	9.81%	2

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Spruce Investment Advisors's MUB Position: Q4 2017 in Review

Spruce Investment Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2017, closing a stake of 18,412 shares — an estimated $2.04M sold.

Spruce Investment Advisors first reported a position in MUB in Q1 2016 and held it in 7 quarters. The position peaked at $20M in Q2 2016. 524 funds tracked by Wall St. Rank hold MUB as of Q4 2017.

Spruce Investment Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
Spruce Investment Advisors sold 18,412 iShares National Muni Bond ETF shares in Q4 2017, an estimated $2.04M.
Spruce Investment Advisors first reported a position in iShares National Muni Bond ETF in Q1 2016 and held it in 7 quarters.
Spruce Investment Advisors's iShares National Muni Bond ETF position peaked at $20M in Q2 2016.
524 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2017.

Based on Spruce Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.