Kingfisher Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Kingfisher Capital’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	-5,509	Closed	-$639K	–	199
2021 Q3	$639K	Buy	5,509 +15	+0.3%	+$1.76K	0.17%	125
2021 Q2	$644K	Buy	5,494 +15	+0.3%	+$1.75K	0.16%	130
2021 Q1	$636K	Buy	5,479 +948	+21%	+$111K	0.18%	126
2020 Q4	$531K	Buy	4,531 +1,569	+53%	+$182K	0.16%	127
2020 Q3	$343K	Buy	2,962 +823	+38%	+$95.6K	0.12%	131
2020 Q2	$247K	Buy	2,139 +12	+0.6%	+$1.36K	0.11%	129
2020 Q1	$240K	Sell	2,127 -201	-9%	-$22.9K	0.12%	129
2019 Q4	$265K	Buy	2,328 +18	+0.8%	+$2.05K	0.12%	136
2019 Q3	$264K	Buy	+2,310	New	+$264K	0.16%	123
2013 Q3	–	Sell	-24,779	Closed	-$2.6M	–	141
2013 Q2	$2.6M	Buy	+24,779	New	+$2.71M	1.43%	10

Other funds holding MUB

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Kingfisher Capital's MUB Position: Q4 2021 in Review

Kingfisher Capital sold out of iShares National Muni Bond ETF (MUB) in Q4 2021, closing a stake of 5,509 shares — an estimated $639K sold.

Kingfisher Capital first reported a position in MUB in Q2 2013 and held it in 10 quarters. The position peaked at $2.6M in Q2 2013. 1,173 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

Kingfisher Capital reported no remaining iShares National Muni Bond ETF position as of Q4 2021 after selling out during the quarter.
Kingfisher Capital sold 5,509 iShares National Muni Bond ETF shares in Q4 2021, an estimated $639K.
Kingfisher Capital first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 10 quarters.
Kingfisher Capital's iShares National Muni Bond ETF position peaked at $2.6M in Q2 2013.
1,173 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Kingfisher Capital's 13F filing for Q4 2021, filed 25 Jan 2022.