C-J Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

C-J Advisory’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
2021 Q3	$1.72M	Buy	14,846 +826	+6%	+$96.8K	0.91%	23
2021 Q2	$1.64M	Buy	14,020 +510	+4%	+$59.6K	0.88%	24
2021 Q1	$1.57M	Buy	13,510 +864	+7%	+$101K	0.91%	23
2020 Q4	$1.48M	Sell	12,646 -41	-0.3%	-$4.76K	0.92%	22
2020 Q3	$1.47M	Buy	12,687 +525	+4%	+$61K	1.07%	22
2020 Q2	$1.4M	Sell	12,162 -1,134	-9%	-$129K	1.06%	22
2020 Q1	$1.5M	Sell	13,296 -4,899	-27%	-$559K	1.35%	18
2019 Q4	$2.07M	Buy	18,195 +359	+2%	+$40.9K	1.23%	17
2019 Q3	$2.04M	Sell	17,836 -43	-0.2%	-$4.91K	1.28%	16
2019 Q2	$2.02M	Sell	17,879 -56	-0.3%	-$6.27K	1.3%	16
2019 Q1	$1.99M	Buy	17,935 +653	+4%	+$71.6K	1.29%	16
2018 Q4	$1.88M	Buy	17,282 +460	+3%	+$49.5K	1.38%	16
2018 Q3	$1.82M	Sell	16,822 -305	-2%	-$33.2K	1.23%	16
2018 Q2	$1.87M	Sell	17,127 -102	-0.6%	-$11.1K	1.31%	16
2018 Q1	$1.87M	Buy	17,229 +1,819	+12%	+$198K	1.36%	16
2017 Q4	$1.71M	Buy	15,410 +219	+1%	+$24.2K	1.24%	17
2017 Q3	$1.68M	Buy	15,191 +89	+0.6%	+$9.87K	1.25%	18
2017 Q2	$1.66M	Buy	15,102 +967	+7%	+$106K	1.29%	18
2017 Q1	$1.54M	Buy	14,135 +312	+2%	+$33.8K	1.26%	18
2016 Q4	$1.5M	Sell	13,823 -143	-1%	-$15.7K	1.31%	18
2016 Q3	$1.57M	Buy	+13,966	New	+$1.58M	1.4%	18

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

C-J Advisory's MUB Position: Q3 2021 in Review

C-J Advisory increased its iShares National Muni Bond ETF (MUB) stake by 5.9% in Q3 2021, buying an estimated $96.8K and bringing the position to 14,846 shares worth $1.72M. The position accounts for 0.91% of the portfolio, ranked #23.

C-J Advisory first reported a position in MUB in Q3 2016 and has held it in 21 quarters since. The position peaked at $2.07M in Q4 2019. 1,018 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

C-J Advisory held 14,846 shares of iShares National Muni Bond ETF worth $1.72M as of Q3 2021.
C-J Advisory bought 826 iShares National Muni Bond ETF shares in Q3 2021, an estimated $96.8K.
iShares National Muni Bond ETF made up 0.91% of C-J Advisory's portfolio in Q3 2021, its #23 holding.
C-J Advisory first reported a position in iShares National Muni Bond ETF in Q3 2016 and has held it in 21 quarters since.
C-J Advisory's iShares National Muni Bond ETF position peaked at $2.07M in Q4 2019.
1,018 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on C-J Advisory's 13F filing for Q3 2021, filed 13 Oct 2021.