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Boys Arnold & Co’s iShares National Muni Bond ETF MUB Stock Holding History

Boys Arnold & Co’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
2020
Q2 		– Sell
-80,355
Closed -$9.08M – 145
2020
Q1 		$9.08M Sell
80,355
-8,468
-10% -$967K 1.61% 7
2019
Q4 		$10.1M Buy
88,823
+4,300
+5% +$490K 1.38% 9
2019
Q3 		$9.64M Buy
84,523
+867
+1% +$98.9K 1.44% 8
2019
Q2 		$9.46M Buy
83,656
+6,467
+8% +$724K 1.37% 11
2019
Q1 		$8.58M Buy
77,189
+11,353
+17% +$1.24M 1.29% 11
2018
Q4 		$7.17M Buy
65,836
+16,276
+33% +$1.75M 1.18% 12
2018
Q3 		$5.34M Sell
49,560
-237
-0.5% -$25.8K 0.74% 35
2018
Q2 		$5.43M Sell
49,797
-467
-0.9% -$50.7K 0.79% 27
2018
Q1 		$5.44M Buy
50,264
+2,509
+5% +$274K 0.79% 28
2017
Q4 		$5.29M Buy
47,755
+6,394
+15% +$708K 0.79% 29
2017
Q3 		$4.59M Buy
41,361
+1,125
+3% +$125K 0.73% 37
2017
Q2 		$4.43M Buy
40,236
+600
+2% +$66K 0.57% 40
2017
Q1 		$4.32M Buy
39,636
+4,450
+13% +$482K 0.68% 40
2016
Q4 		$3.81M Sell
35,186
-11,763
-25% -$1.29M 0.63% 43
2016
Q3 		$5.29M Sell
46,949
-3,325
-7% -$377K 0.9% 28
2016
Q2 		$5.73M Buy
50,274
+23,340
+87% +$2.63M 0.99% 24
2016
Q1 		$3.01M Sell
26,934
-57,108
-68% -$6.36M 1.19% 20
2015
Q4 		$9.3M Buy
84,042
+44,431
+112% +$4.88M 1.01% 25
2015
Q3 		$4.34M Buy
39,611
+8,675
+28% +$944K 0.9% 32
2015
Q2 		$3.35M Buy
30,936
+1,265
+4% +$138K 0.65% 46
2015
Q1 		$3.28M Buy
29,671
+2,384
+9% +$264K 0.63% 52
2014
Q4 		$3.01M Buy
27,287
+3,187
+13% +$350K 0.58% 59
2014
Q3 		$2.64M Buy
24,100
+2,450
+11% +$267K 0.52% 64
2014
Q2 		$2.35M Buy
21,650
+950
+5% +$103K 0.41% 77
2014
Q1 		$2.22M Sell
20,700
-147
-0.7% -$15.6K 0.4% 75
2013
Q4 		$2.16M Sell
20,847
-33,040
-61% -$3.45M 0.41% 72
2013
Q3 		$5.63M Sell
53,887
-10,637
-16% -$1.1M 1.17% 26
2013
Q2 		$6.78M Buy
+64,524
New +$7.06M 1.47% 15

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boys Arnold & Co's MUB Position: Q2 2020 in Review

Boys Arnold & Co sold out of iShares National Muni Bond ETF (MUB) in Q2 2020, closing a stake of 80,355 shares — an estimated $9.08M sold.

Boys Arnold & Co first reported a position in MUB in Q2 2013 and held it in 28 quarters. The position peaked at $10.1M in Q4 2019. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

  • Boys Arnold & Co reported no remaining iShares National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Boys Arnold & Co sold 80,355 iShares National Muni Bond ETF shares in Q2 2020, an estimated $9.08M.
  • Boys Arnold & Co first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 28 quarters.
  • Boys Arnold & Co's iShares National Muni Bond ETF position peaked at $10.1M in Q4 2019.
  • 842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on Boys Arnold & Co's 13F filing for Q2 2020.