Reilly Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Reilly Financial Advisors’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	$643K	Buy	5,530 +857	+18%	+$99.5K	0.05%	141
2021 Q3	$543K	Buy	4,673 +846	+22%	+$99.2K	0.05%	138
2021 Q2	$449K	Sell	3,827 -750	-16%	-$87.6K	0.04%	151
2021 Q1	$531K	Buy	4,577 +342	+8%	+$39.9K	0.05%	136
2020 Q4	$496K	Buy	4,235 +185	+5%	+$21.5K	0.05%	137
2020 Q3	$470K	Buy	4,050 +290	+8%	+$33.7K	0.05%	131
2020 Q2	$434K	Sell	3,760 -150	-4%	-$17K	0.05%	132
2020 Q1	$442K	Buy	3,910 +300	+8%	+$34.2K	0.06%	130
2019 Q4	$411K	Hold	3,610	–	–	0.05%	145
2019 Q3	$412K	Buy	3,610 +487	+16%	+$55.6K	0.05%	149
2019 Q2	$353K	Buy	3,123 +605	+24%	+$67.7K	0.04%	150
2019 Q1	$280K	Buy	2,518 +420	+20%	+$46.1K	0.04%	149
2018 Q4	$229K	Buy	2,098 +1,100	+110%	+$118K	0.03%	163
2018 Q3	$108K	Buy	998 +365	+58%	+$39.7K	0.01%	237
2018 Q2	$69K	Hold	633	–	–	0.01%	260
2018 Q1	$69K	Buy	+633	New	+$69K	0.01%	263

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

Reilly Financial Advisors's MUB Position: Q4 2021 in Review

Reilly Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 18% in Q4 2021, buying an estimated $99.5K and bringing the position to 5,530 shares worth $643K. The position accounts for 0.05% of the portfolio, ranked #141.

Reilly Financial Advisors first reported a position in MUB in Q1 2018 and has held it in 16 quarters since. 1,174 funds tracked by Wall St. Rank hold MUB as of Q4 2021.

Reilly Financial Advisors held 5,530 shares of iShares National Muni Bond ETF worth $643K as of Q4 2021.
Reilly Financial Advisors bought 857 iShares National Muni Bond ETF shares in Q4 2021, an estimated $99.5K.
iShares National Muni Bond ETF made up 0.05% of Reilly Financial Advisors's portfolio in Q4 2021, its #141 holding.
Reilly Financial Advisors first reported a position in iShares National Muni Bond ETF in Q1 2018 and has held it in 16 quarters since.
1,174 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.