Ironwood Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Ironwood Financial’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 Q1	–	Sell	-23	Closed	-$3K	–	552
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	420
2020 Q3	$3K	Hold	23	–	–	﹤0.01%	367
2020 Q2	$3K	Hold	23	–	–	﹤0.01%	348
2020 Q1	$3K	Sell	23 -211	-90%	-$24.1K	﹤0.01%	302
2019 Q4	$27K	Hold	234	–	–	0.01%	172
2019 Q3	$27K	Hold	234	–	–	0.01%	169
2019 Q2	$26K	Sell	234 -125	-35%	-$14K	0.01%	173
2019 Q1	$40K	Hold	359	–	–	0.02%	130
2018 Q4	$39K	Hold	359	–	–	0.02%	117
2018 Q3	$39K	Hold	359	–	–	0.02%	132
2018 Q2	$39K	Hold	359	–	–	0.02%	107
2018 Q1	$39K	Hold	359	–	–	0.04%	87
2017 Q4	$40K	Sell	359 -1,765	-83%	-$195K	0.02%	97
2017 Q3	$235K	Hold	2,124	–	–	0.15%	44
2017 Q2	$234K	Hold	2,124	–	–	0.15%	41
2017 Q1	$231K	Hold	2,124	–	–	0.15%	41
2016 Q4	$230K	Buy	2,124 +1,765	+492%	+$193K	0.16%	42
2016 Q3	$40K	Buy	359 +10	+3%	+$1.13K	0.03%	97
2016 Q2	$40K	Hold	349	–	–	0.03%	97
2016 Q1	$39K	Buy	+349	New	+$38.8K	0.03%	94
2015 Q3	$1.48M	Sell	13,489 -3,419	-20%	-$372K	0.73%	32
2015 Q2	$1.83M	Sell	16,908 -2,073	-11%	-$226K	0.87%	30
2015 Q1	$2.1M	Sell	18,981 -1,919	-9%	-$212K	1.01%	27
2014 Q4	$2.31M	Buy	+20,900	New	+$2.3M	1.27%	21

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ironwood Financial's MUB Position: Q1 2021 in Review

Ironwood Financial sold out of iShares National Muni Bond ETF (MUB) in Q1 2021, closing a stake of 23 shares — an estimated $3K sold.

Ironwood Financial first reported a position in MUB in Q4 2014 and held it in 24 quarters. The position peaked at $2.31M in Q4 2014. 999 funds tracked by Wall St. Rank hold MUB as of Q1 2021.

Ironwood Financial reported no remaining iShares National Muni Bond ETF position as of Q1 2021 after selling out during the quarter.
Ironwood Financial sold 23 iShares National Muni Bond ETF shares in Q1 2021, an estimated $3K.
Ironwood Financial first reported a position in iShares National Muni Bond ETF in Q4 2014 and held it in 24 quarters.
Ironwood Financial's iShares National Muni Bond ETF position peaked at $2.31M in Q4 2014.
999 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2021.

Based on Ironwood Financial's 13F filing for Q1 2021, filed 28 Apr 2021.