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 Charlotte, North Carolina $1.55T AUM 33.47% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Piershale Financial Group's MUB Position: Q3 2021 in Review

Piershale Financial Group sold out of iShares National Muni Bond ETF (MUB) in Q3 2021, closing a stake of 3,684 shares — an estimated $432K sold.

Piershale Financial Group first reported a position in MUB in Q4 2014 and held it in 6 quarters. The position peaked at $28.1M in Q4 2015. 1,020 funds tracked by Wall St. Rank hold MUB as of Q3 2021.

Piershale Financial Group reported no remaining iShares National Muni Bond ETF position as of Q3 2021 after selling out during the quarter.
Piershale Financial Group sold 3,684 iShares National Muni Bond ETF shares in Q3 2021, an estimated $432K.
Piershale Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2014 and held it in 6 quarters.
Piershale Financial Group's iShares National Muni Bond ETF position peaked at $28.1M in Q4 2015.
1,020 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2021.

Based on Piershale Financial Group's 13F filing for Q3 2021, filed 20 Oct 2021.