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Johnson Financial Group Inc (Wisconsin)’s iShares National Muni Bond ETF MUB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2026
Q1 		$4.36M Sell
41,106
-4,013
-9% -$431K 0.16% 72
2025
Q4 		$4.83M Sell
45,119
-648
-1% -$69.4K 0.18% 72
2025
Q3 		$4.87M Sell
45,767
-26,765
-37% -$2.8M 0.18% 69
2025
Q2 		$7.58M Sell
72,532
-104,801
-59% -$10.9M 0.34% 39
2025
Q1 		$18.7M Sell
177,333
-37,369
-17% -$3.97M 0.92% 14
2024
Q4 		$22.9M Sell
214,702
-51,319
-19% -$5.51M 1.08% 12
2024
Q3 		$28.9M Sell
266,021
-16,759
-6% -$1.81M 1.32% 14
2024
Q2 		$30.1M Sell
282,780
-55,618
-16% -$5.92M 1.46% 14
2024
Q1 		$36.4M Sell
338,398
-8,572
-2% -$925K 1.96% 12
2023
Q4 		$37.6M Buy
346,970
+198,525
+134% +$20.7M 2.06% 10
2023
Q3 		$15.2M Buy
148,445
+140
+0.1% +$14.8K 1.06% 14
2023
Q2 		$15.8M Sell
148,305
-17,881
-11% -$1.91M 1.09% 14
2023
Q1 		$17.9M Sell
166,186
-78,054
-32% -$8.34M 1.28% 13
2022
Q4 		$25.8M Buy
244,240
+72,321
+42% +$7.54M 2.04% 11
2022
Q3 		$17.5M Sell
171,919
-253,262
-60% -$26.9M 1.61% 11
2022
Q2 		$45.2M Buy
425,181
+419,215
+7,027% +$44.7M 3.24% 6
2022
Q1 		$654K Sell
5,966
-13,642
-70% -$1.54M 0.05% 173
2021
Q4 		$2.28M Buy
19,608
+8,507
+77% +$988K 0.14% 70
2021
Q3 		$1.29M Buy
11,101
+135
+1% +$15.8K 0.09% 107
2021
Q2 		$1.28M Sell
10,966
-2,500
-19% -$292K 0.08% 114
2021
Q1 		$1.56M Buy
13,466
+46
+0.3% +$5.37K 0.11% 92
2020
Q4 		$1.57M Sell
13,420
-500
-4% -$58.1K 0.13% 79
2020
Q3 		$1.61M Sell
13,920
-2,900
-17% -$337K 0.16% 71
2020
Q2 		$1.94M Buy
+16,820
New +$1.91M 0.21% 56
2019
Q4 		– Sell
-19,000
Closed -$2.17M – 563
2019
Q3 		$2.17M Hold
19,000
– – 0.2% 81
2019
Q2 		$2.15M Sell
19,000
-5,294
-22% -$593K 0.19% 75
2019
Q1 		$2.7M Sell
24,294
-48,881
-67% -$5.36M 0.24% 63
2018
Q4 		$7.98M Buy
73,175
+72,875
+24,292% +$7.84M 0.82% 23
2018
Q3 		$32K Hold
300
– – ﹤0.01% 364
2018
Q2 		$33K Hold
300
– – ﹤0.01% 363
2018
Q1 		$33K Buy
300
+210
+233% +$22.9K ﹤0.01% 372
2017
Q4 		$10K Hold
90
– – ﹤0.01% 487
2017
Q3 		$10K Sell
90
-202
-69% -$22.4K ﹤0.01% 465
2017
Q2 		$32K Hold
292
– – ﹤0.01% 395
2017
Q1 		$32K Sell
292
-13,548
-98% -$1.47M ﹤0.01% 453
2016
Q4 		$1.5M Buy
13,840
+13,548
+4,640% +$1.48M 0.21% 111
2016
Q3 		$33K Buy
292
+202
+224% +$22.9K ﹤0.01% 440
2016
Q2 		$10K Buy
+90
New +$10.1K ﹤0.01% 666
2015
Q1 		– Sell
-25
Closed -$3K – 850
2014
Q4 		$3K Buy
+25
New +$2.75K ﹤0.01% 724

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s MUB Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its iShares National Muni Bond ETF (MUB) stake by 8.9% in Q1 2026, selling an estimated $431K and leaving 41,106 shares worth $4.36M. The position accounts for 0.16% of the portfolio, ranked #72.

Johnson Financial Group Inc (Wisconsin) first reported a position in MUB in Q4 2014 and has held it in 39 quarters since. The position peaked at $45.2M in Q2 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 41,106 shares of iShares National Muni Bond ETF worth $4.36M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 4,013 iShares National Muni Bond ETF shares in Q1 2026, an estimated $431K.
  • iShares National Muni Bond ETF made up 0.16% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #72 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares National Muni Bond ETF in Q4 2014 and has held it in 39 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s iShares National Muni Bond ETF position peaked at $45.2M in Q2 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.