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HawsGoodwin Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

HawsGoodwin Investment 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
2021
Q3 		– Sell
-1
Closed – – 115
2021
Q2 		$0 Hold
1
– – ﹤0.01% 110
2021
Q1 		$0 Hold
1
– – ﹤0.01% 108
2020
Q4 		$0 Hold
1
– – ﹤0.01% 109
2020
Q3 		$0 Sell
1
-118,974
-100% -$13.8M ﹤0.01% 91
2020
Q2 		$13.7M Buy
118,975
+914
+0.8% +$104K 5.39% 4
2020
Q1 		$13.3M Buy
118,061
+47,344
+67% +$5.4M 6.72% 2
2019
Q4 		$8.05M Buy
+70,717
New +$8.06M 4.21% 4

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HawsGoodwin Investment Management's MUB Position: Q3 2021 in Review

HawsGoodwin Investment Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2021, closing a stake of 1 share.

HawsGoodwin Investment Management first reported a position in MUB in Q4 2019 and held it in 7 quarters. The position peaked at $13.7M in Q2 2020. 1,018 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

  • HawsGoodwin Investment Management reported no remaining iShares National Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
  • HawsGoodwin Investment Management sold 1 iShares National Muni Bond ETF share in Q3 2021.
  • HawsGoodwin Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 7 quarters.
  • HawsGoodwin Investment Management's iShares National Muni Bond ETF position peaked at $13.7M in Q2 2020.
  • 1,018 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on HawsGoodwin Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.