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

Harfst & 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
2022 Q1	–	Sell	-3,985	Closed	-$463K	–	125
2021 Q4	$463K	Sell	3,985 -510	-11%	-$59.2K	0.12%	93
2021 Q3	$522K	Sell	4,495 -195	-4%	-$22.9K	0.14%	97
2021 Q2	$549K	Sell	4,690 -8,060	-63%	-$942K	0.16%	99
2021 Q1	$1.48M	Buy	12,750 +8,065	+172%	+$941K	0.45%	38
2020 Q4	$549K	Hold	4,685	–	–	0.2%	83
2020 Q3	$543K	Buy	4,685 +265	+6%	+$30.8K	0.23%	72
2020 Q2	$510K	Buy	+4,420	New	+$502K	0.22%	68

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harfst & Associates's MUB Position: Q1 2022 in Review

Harfst & Associates sold out of iShares National Muni Bond ETF (MUB) in Q1 2022, closing a stake of 3,985 shares — an estimated $463K sold.

Harfst & Associates first reported a position in MUB in Q2 2020 and held it in 7 quarters. The position peaked at $1.48M in Q1 2021. 1,162 funds tracked by Wall St. Rank hold MUB as of Q1 2022.

Harfst & Associates reported no remaining iShares National Muni Bond ETF position as of Q1 2022 after selling out during the quarter.
Harfst & Associates sold 3,985 iShares National Muni Bond ETF shares in Q1 2022, an estimated $463K.
Harfst & Associates first reported a position in iShares National Muni Bond ETF in Q2 2020 and held it in 7 quarters.
Harfst & Associates's iShares National Muni Bond ETF position peaked at $1.48M in Q1 2021.
1,162 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2022.

Based on Harfst & Associates's 13F filing for Q1 2022, filed 28 Apr 2022.