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

Cobiz Wealth’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
2013
Q3 		– Sell
-303
Closed -$32K – 275
2013
Q2 		$32K Buy
+303
New +$33.2K 0.01% 198

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cobiz Wealth's MUB Position: Q3 2013 in Review

Cobiz Wealth sold out of iShares National Muni Bond ETF (MUB) in Q3 2013, closing a stake of 303 shares — an estimated $32K sold.

Cobiz Wealth first reported a position in MUB in Q2 2013 and held it in 1 quarter. The position peaked at $32K in Q2 2013. 218 funds tracked by Wall St. Rank hold MUB as of Q3 2013.

  • Cobiz Wealth reported no remaining iShares National Muni Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 303 iShares National Muni Bond ETF shares in Q3 2013, an estimated $32K.
  • Cobiz Wealth first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's iShares National Muni Bond ETF position peaked at $32K in Q2 2013.
  • 218 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.