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

Windsor 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	-390	Closed	-$42K	–	298
2015 Q3	$42K	Buy	+390	New	+$42.4K	0.02%	181
2014 Q1	–	Sell	-409	Closed	-$42K	–	210
2013 Q4	$42K	Buy	409 +60	+17%	+$6.26K	0.02%	186
2013 Q3	$36K	Hold	349	–	–	0.02%	207
2013 Q2	$37K	Buy	+349	New	+$38.2K	0.02%	193

Other funds holding MUB

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

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Windsor Capital Management's MUB Position: Q4 2015 in Review

Windsor Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2015, closing a stake of 390 shares — an estimated $42K sold.

Windsor Capital Management first reported a position in MUB in Q2 2013 and held it in 4 quarters. The position peaked at $42K in Q3 2015. 333 funds tracked by Wall St. Rank hold MUB as of Q4 2015.

Windsor Capital Management reported no remaining iShares National Muni Bond ETF position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 390 iShares National Muni Bond ETF shares in Q4 2015, an estimated $42K.
Windsor Capital Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 4 quarters.
Windsor Capital Management's iShares National Muni Bond ETF position peaked at $42K in Q3 2015.
333 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.