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Townsend & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Townsend & Associates’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
2018
Q2 		– Sell
-56
Closed -$6K – 176
2018
Q1 		$6K Hold
56
– – ﹤0.01% 136
2017
Q4 		$6K Buy
+56
New +$6.2K 0.01% 168

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Townsend & Associates's MUB Position: Q2 2018 in Review

Townsend & Associates sold out of iShares National Muni Bond ETF (MUB) in Q2 2018, closing a stake of 56 shares — an estimated $6K sold.

Townsend & Associates first reported a position in MUB in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 506 funds tracked by Wall St. Rank hold MUB as of Q2 2018.

  • Townsend & Associates reported no remaining iShares National Muni Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Townsend & Associates sold 56 iShares National Muni Bond ETF shares in Q2 2018, an estimated $6K.
  • Townsend & Associates first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 2 quarters.
  • Townsend & Associates's iShares National Muni Bond ETF position peaked at $6K in Q1 2018.
  • 506 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2018.

Based on Townsend & Associates's 13F filing for Q2 2018, filed 19 Jul 2018.