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Tanglewood Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Tanglewood Wealth 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
2017
Q4 		– Sell
-3,992
Closed -$443K – 11
2017
Q3 		$443K Hold
3,992
– – 0.14% 8
2017
Q2 		$440K Hold
3,992
– – 0.13% 8
2017
Q1 		$435K Hold
3,992
– – 0.14% 8
2016
Q4 		$432K Buy
+3,992
New +$437K 0.15% 12

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tanglewood Wealth Management's MUB Position: Q4 2017 in Review

Tanglewood Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2017, closing a stake of 3,992 shares — an estimated $443K sold.

Tanglewood Wealth Management first reported a position in MUB in Q4 2016 and held it in 4 quarters. The position peaked at $443K in Q3 2017. 524 funds tracked by Wall St. Rank hold MUB as of Q4 2017.

  • Tanglewood Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Tanglewood Wealth Management sold 3,992 iShares National Muni Bond ETF shares in Q4 2017, an estimated $443K.
  • Tanglewood Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2016 and held it in 4 quarters.
  • Tanglewood Wealth Management's iShares National Muni Bond ETF position peaked at $443K in Q3 2017.
  • 524 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2017.

Based on Tanglewood Wealth Management's 13F filing for Q4 2017, filed 6 Feb 2018.