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

Osbon 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
2019 Q2	$1.42M	Buy	+12,572	New	+$1.41M	1.51%	22

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Osbon Capital Management's MUB Position: Q2 2019 in Review

Osbon Capital Management opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2019: 12,572 shares worth $1.42M. The stake represents 1.51% of the portfolio and ranks #22 among its holdings.

648 funds tracked by Wall St. Rank hold MUB as of Q2 2019.

Osbon Capital Management held 12,572 shares of iShares National Muni Bond ETF worth $1.42M as of Q2 2019.
iShares National Muni Bond ETF was a new Osbon Capital Management position in Q2 2019.
iShares National Muni Bond ETF made up 1.51% of Osbon Capital Management's portfolio in Q2 2019, its #22 holding.
648 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2019.

Based on Osbon Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.