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

Sterneck Capital Management’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
2018 Q2	–	Sell	-2,500	Closed	-$272K	–	115
2018 Q1	$272K	Hold	2,500	–	–	0.16%	96
2017 Q4	$277K	Hold	2,500	–	–	0.17%	92
2017 Q3	$277K	Hold	2,500	–	–	0.16%	90
2017 Q2	$275K	Hold	2,500	–	–	0.16%	89
2017 Q1	$272K	Hold	2,500	–	–	0.16%	96
2016 Q4	$270K	Hold	2,500	–	–	0.17%	98
2016 Q3	$282K	Hold	2,500	–	–	0.19%	96
2016 Q2	$285K	Hold	2,500	–	–	0.19%	99
2016 Q1	$279K	Hold	2,500	–	–	0.2%	93
2015 Q4	$277K	Hold	2,500	–	–	0.18%	98
2015 Q3	$274K	Hold	2,500	–	–	0.18%	95
2015 Q2	$271K	Hold	2,500	–	–	0.15%	109
2015 Q1	$277K	Hold	2,500	–	–	0.15%	108
2014 Q4	$276K	Hold	2,500	–	–	0.16%	94
2014 Q3	$274K	Sell	2,500 -1,500	-38%	-$164K	0.16%	96
2014 Q2	$435K	Hold	4,000	–	–	0.25%	78
2014 Q1	$428K	Hold	4,000	–	–	0.23%	83
2013 Q4	$415K	Hold	4,000	–	–	0.25%	85
2013 Q3	$418K	Hold	4,000	–	–	0.26%	86
2013 Q2	$420K	Buy	+4,000	New	+$438K	0.27%	96

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sterneck Capital Management's MUB Position: Q2 2018 in Review

Sterneck Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2018, closing a stake of 2,500 shares — an estimated $272K sold.

Sterneck Capital Management first reported a position in MUB in Q2 2013 and held it in 20 quarters. The position peaked at $435K in Q2 2014. 505 funds tracked by Wall St. Rank hold MUB as of Q2 2018.

Sterneck Capital Management reported no remaining iShares National Muni Bond ETF position as of Q2 2018 after selling out during the quarter.
Sterneck Capital Management sold 2,500 iShares National Muni Bond ETF shares in Q2 2018, an estimated $272K.
Sterneck Capital Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 20 quarters.
Sterneck Capital Management's iShares National Muni Bond ETF position peaked at $435K in Q2 2014.
505 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2018.

Based on Sterneck Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.