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Osborn Williams & Donohoe’s iShares National Muni Bond ETF MUB Stock Holding History

Osborn Williams & Donohoe’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 		– Sell
-19,272
Closed -$2.14M – 540
2019
Q1 		$2.14M Buy
+19,272
New +$2.11M 0.22% 118

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Osborn Williams & Donohoe's MUB Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares National Muni Bond ETF (MUB) in Q2 2019, closing a stake of 19,272 shares — an estimated $2.14M sold.

Osborn Williams & Donohoe first reported a position in MUB in Q1 2019 and held it in 1 quarter. The position peaked at $2.14M in Q1 2019. 648 funds tracked by Wall St. Rank hold MUB as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares National Muni Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 19,272 iShares National Muni Bond ETF shares in Q2 2019, an estimated $2.14M.
  • Osborn Williams & Donohoe first reported a position in iShares National Muni Bond ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares National Muni Bond ETF position peaked at $2.14M in Q1 2019.
  • 648 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.