DC
MUB icon

Deschaine & Company’s iShares National Muni Bond ETF MUB Stock Holding History

Deschaine & Company’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
Q1 		– Sell
-1,920
Closed -$212K – 73
2014
Q4 		$212K Buy
+1,920
New +$211K 0.32% 74

Other funds holding MUB

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Deschaine & Company's MUB Position: Q1 2015 in Review

Deschaine & Company sold out of iShares National Muni Bond ETF (MUB) in Q1 2015, closing a stake of 1,920 shares — an estimated $212K sold.

Deschaine & Company first reported a position in MUB in Q4 2014 and held it in 1 quarter. The position peaked at $212K in Q4 2014. 295 funds tracked by Wall St. Rank hold MUB as of Q1 2015.

  • Deschaine & Company reported no remaining iShares National Muni Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Deschaine & Company sold 1,920 iShares National Muni Bond ETF shares in Q1 2015, an estimated $212K.
  • Deschaine & Company first reported a position in iShares National Muni Bond ETF in Q4 2014 and held it in 1 quarter.
  • Deschaine & Company's iShares National Muni Bond ETF position peaked at $212K in Q4 2014.
  • 295 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2015.

Based on Deschaine & Company's 13F filing for Q1 2015, filed 5 May 2015.