Piershale Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Piershale Financial Group’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 Q3	–	Sell	-3,684	Closed	-$432K	–	35
2021 Q2	$432K	Buy	3,684 +199	+6%	+$23.3K	0.17%	23
2021 Q1	$404K	Buy	+3,485	New	+$406K	0.17%	23
2019 Q2	–	Sell	-194,725	Closed	-$21.7M	–	22
2019 Q1	$21.7M	Buy	194,725 +93,432	+92%	+$10.2M	12.95%	4
2018 Q4	$11M	Buy	+101,293	New	+$10.9M	6.7%	8
2016 Q1	–	Sell	-253,402	Closed	-$28.1M	–	182
2015 Q4	$28.1M	Buy	+253,402	New	+$27.8M	17.04%	1
2015 Q1	–	Sell	-145,399	Closed	-$16M	–	157
2014 Q4	$16M	Buy	+145,399	New	+$16M	10.43%	3

Other funds holding MUB

Bank of America

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

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

Creative Planning

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

PNC Financial Services Group

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

SEI Investments

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

JP Morgan Chase

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

Fisher Asset Management

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

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