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

Johnson Financial Group LLC (Colorado)’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
Q4 		– Sell
-11,599
Closed -$1.35M – 79
2021
Q3 		$1.35M Hold
11,599
– – 0.26% 18
2021
Q2 		$1.36M Hold
11,599
– – 0.26% 18
2021
Q1 		$1.35M Hold
11,599
– – 0.31% 16
2020
Q4 		$1.36M Buy
+11,599
New +$1.35M 0.37% 11
2018
Q1 		– Sell
-29,364
Closed -$3.25M – 77
2017
Q4 		$3.25M Buy
+29,364
New +$3.25M 2.45% 8

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Creative Planning
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SEI Investments
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BlackRock
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s MUB Position: Q4 2021 in Review

Johnson Financial Group LLC (Colorado) sold out of iShares National Muni Bond ETF (MUB) in Q4 2021, closing a stake of 11,599 shares — an estimated $1.35M sold.

Johnson Financial Group LLC (Colorado) first reported a position in MUB in Q4 2017 and held it in 5 quarters. The position peaked at $3.25M in Q4 2017. 1,173 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

  • Johnson Financial Group LLC (Colorado) reported no remaining iShares National Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Johnson Financial Group LLC (Colorado) sold 11,599 iShares National Muni Bond ETF shares in Q4 2021, an estimated $1.35M.
  • Johnson Financial Group LLC (Colorado) first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 5 quarters.
  • Johnson Financial Group LLC (Colorado)'s iShares National Muni Bond ETF position peaked at $3.25M in Q4 2017.
  • 1,173 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q4 2021, filed 11 Feb 2022.