Mirsky Financial Management’s iShares National Muni Bond ETF MUB Stock Holding History

Mirsky Financial Management’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	$2.92M	Buy	25,156 +720	+3%	+$83.6K	1.21%	23
2021 Q3	$2.84M	Buy	24,436 +508	+2%	+$59.6K	1.27%	23
2021 Q2	$2.8M	Sell	23,928 -8	-0%	-$935	1.25%	23
2021 Q1	$2.78M	Buy	23,936 +1,259	+6%	+$147K	1.29%	25
2020 Q4	$2.66M	Buy	22,677 +3,729	+20%	+$433K	1.37%	24
2020 Q3	$2.2M	Buy	18,948 +1,373	+8%	+$160K	1.24%	24
2020 Q2	$2.03M	Buy	17,575 +5,801	+49%	+$659K	1.22%	24
2020 Q1	$1.33M	Buy	11,774 +940	+9%	+$107K	0.94%	24
2019 Q4	$1.23M	Buy	10,834 +598	+6%	+$68.1K	0.8%	24
2019 Q3	$1.17M	Buy	+10,236	New	+$1.17M	0.84%	24

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

Mirsky Financial Management's MUB Position: Q4 2021 in Review

Mirsky Financial Management increased its iShares National Muni Bond ETF (MUB) stake by 2.9% in Q4 2021, buying an estimated $83.6K and bringing the position to 25,156 shares worth $2.92M. The position accounts for 1.21% of the portfolio, ranked #23.

Mirsky Financial Management first reported a position in MUB in Q3 2019 and has held it in 10 quarters since. 1,173 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

Mirsky Financial Management held 25,156 shares of iShares National Muni Bond ETF worth $2.92M as of Q4 2021.
Mirsky Financial Management bought 720 iShares National Muni Bond ETF shares in Q4 2021, an estimated $83.6K.
iShares National Muni Bond ETF made up 1.21% of Mirsky Financial Management's portfolio in Q4 2021, its #23 holding.
Mirsky Financial Management first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 10 quarters since.
1,173 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.