Johnson Investment Counsel’s iShares National Muni Bond ETF MUB Stock Holding History

Johnson Investment Counsel’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 Q2	$36.2M	Buy	336,267 +1,342	+0.4%	+$144K	0.26%	85
2026 Q1	$35.6M	Buy	+334,925	New	+$36M	0.29%	84
2018 Q1	–	Sell	-1,945	Closed	-$215K	–	625
2017 Q4	$215K	Sell	1,945 -1,583	-45%	-$175K	0.01%	576
2017 Q3	$391K	Sell	3,528 -2,000	-36%	-$222K	0.01%	460
2017 Q2	$608K	Hold	5,528	–	–	0.02%	361
2017 Q1	$602K	Buy	+5,528	New	+$599K	0.02%	338
2016 Q3	–	Sell	-9,000	Closed	-$1.02M	–	582
2016 Q2	$1.02M	Buy	+9,000	New	+$1.01M	0.03%	221

Other funds holding MUB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Johnson Investment Counsel's MUB Position: Q2 2026 in Review

Johnson Investment Counsel increased its iShares National Muni Bond ETF (MUB) stake by 0.4% in Q2 2026, buying an estimated $144K and bringing the position to 336,267 shares worth $36.2M. The position accounts for 0.26% of the portfolio, ranked #85.

Johnson Investment Counsel first reported a position in MUB in Q2 2016 and has held it in 7 quarters since. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Johnson Investment Counsel held 336,267 shares of iShares National Muni Bond ETF worth $36.2M as of Q2 2026.
Johnson Investment Counsel bought 1,342 iShares National Muni Bond ETF shares in Q2 2026, an estimated $144K.
iShares National Muni Bond ETF made up 0.26% of Johnson Investment Counsel's portfolio in Q2 2026, its #85 holding.
Johnson Investment Counsel first reported a position in iShares National Muni Bond ETF in Q2 2016 and has held it in 7 quarters since.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.