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

Johnson Midwest 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
2022 Q4	–	Sell	-599	Closed	-$61	–	386
2022 Q3	$61	Hold	599	–	–	0.23%	71
2022 Q2	$64K	Sell	599 -115	-16%	-$12.3K	0.09%	75
2022 Q1	$78K	Sell	714 -22	-3%	-$2.48K	0.11%	64
2021 Q4	$86K	Hold	736	–	–	0.06%	63
2021 Q3	$86K	Sell	736 -53	-7%	-$6.21K	0.07%	65
2021 Q2	$92K	Buy	789 +168	+27%	+$19.6K	0.09%	56
2021 Q1	$72K	Hold	621	–	–	0.08%	66
2020 Q4	$73K	Buy	+621	New	+$72.1K	0.07%	69

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Johnson Midwest Financial's MUB Position: Q4 2022 in Review

Johnson Midwest Financial sold out of iShares National Muni Bond ETF (MUB) in Q4 2022, closing a stake of 599 shares — an estimated $61 sold.

Johnson Midwest Financial first reported a position in MUB in Q4 2020 and held it in 8 quarters. The position peaked at $92K in Q2 2021. 1,205 funds tracked by Wall St. Rank hold MUB as of Q4 2022.

Johnson Midwest Financial reported no remaining iShares National Muni Bond ETF position as of Q4 2022 after selling out during the quarter.
Johnson Midwest Financial sold 599 iShares National Muni Bond ETF shares in Q4 2022, an estimated $61.
Johnson Midwest Financial first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 8 quarters.
Johnson Midwest Financial's iShares National Muni Bond ETF position peaked at $92K in Q2 2021.
1,205 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2022.

Based on Johnson Midwest Financial's 13F filing for Q4 2022, filed 26 Jan 2023.