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Sanders Morris Harris’s iShares National Muni Bond ETF MUB Stock Holding History

Sanders Morris Harris’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
-3,500
Closed -$385K – 163
2020
Q1 		$385K Buy
+3,500
New +$400K 0.38% 65

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sanders Morris Harris's MUB Position: Q2 2020 in Review

Sanders Morris Harris sold out of iShares National Muni Bond ETF (MUB) in Q2 2020, closing a stake of 3,500 shares — an estimated $385K sold.

Sanders Morris Harris first reported a position in MUB in Q1 2020 and held it in 1 quarter. The position peaked at $385K in Q1 2020. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

  • Sanders Morris Harris reported no remaining iShares National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Sanders Morris Harris sold 3,500 iShares National Muni Bond ETF shares in Q2 2020, an estimated $385K.
  • Sanders Morris Harris first reported a position in iShares National Muni Bond ETF in Q1 2020 and held it in 1 quarter.
  • Sanders Morris Harris's iShares National Muni Bond ETF position peaked at $385K in Q1 2020.
  • 842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on Sanders Morris Harris's 13F filing for Q2 2020, filed 9 Jul 2020.