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

Taylor Frigon 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
2015
Q4 		– Sell
-100
Closed -$11K – 94
2015
Q3 		$11K Buy
+100
New +$10.9K 0.01% 75

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UBS Group
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W
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Wells Fargo
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Creative Planning
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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Taylor Frigon Capital Management's MUB Position: Q4 2015 in Review

Taylor Frigon Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2015, closing a stake of 100 shares — an estimated $11K sold.

Taylor Frigon Capital Management first reported a position in MUB in Q3 2015 and held it in 1 quarter. The position peaked at $11K in Q3 2015. 333 funds tracked by Wall St. Rank hold MUB as of Q4 2015.

  • Taylor Frigon Capital Management reported no remaining iShares National Muni Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Taylor Frigon Capital Management sold 100 iShares National Muni Bond ETF shares in Q4 2015, an estimated $11K.
  • Taylor Frigon Capital Management first reported a position in iShares National Muni Bond ETF in Q3 2015 and held it in 1 quarter.
  • Taylor Frigon Capital Management's iShares National Muni Bond ETF position peaked at $11K in Q3 2015.
  • 333 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2015.

Based on Taylor Frigon Capital Management's 13F filing for Q4 2015, filed 27 Jan 2016.