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Woodley Farra Manion Portfolio Management’s iShares National Muni Bond ETF MUB Stock Holding History

Woodley Farra Manion Portfolio 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
2020
Q3 		– Sell
-162
Closed -$19K – 287
2020
Q2 		$19K Buy
+162
New +$18.4K ﹤0.01% 233

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 $202B AUM 37.79% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's MUB Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2020, closing a stake of 162 shares — an estimated $19K sold.

Woodley Farra Manion Portfolio Management first reported a position in MUB in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 874 funds tracked by Wall St. Rank hold MUB as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining iShares National Muni Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 162 iShares National Muni Bond ETF shares in Q3 2020, an estimated $19K.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares National Muni Bond ETF in Q2 2020 and held it in 1 quarter.
  • Woodley Farra Manion Portfolio Management's iShares National Muni Bond ETF position peaked at $19K in Q2 2020.
  • 874 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.