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Sensible Financial Planning & Management’s iShares National Muni Bond ETF MUB Stock Holding History

Sensible Financial Planning & 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
2022
Q2 		– Sell
-2,085
Closed -$229K – 52
2022
Q1 		$229K Sell
2,085
-80
-4% -$9.03K 0.06% 40
2021
Q4 		$252K Hold
2,165
– – 0.07% 41
2021
Q3 		$252K Hold
2,165
– – 0.08% 41
2021
Q2 		$254K Hold
2,165
– – 0.09% 41
2021
Q1 		$251K Hold
2,165
– – 0.09% 40
2020
Q4 		$254K Hold
2,165
– – 0.09% 41
2020
Q3 		$251K Hold
2,165
– – 0.1% 37
2020
Q2 		$250K Hold
2,165
– – 0.11% 34
2020
Q1 		$245K Hold
2,165
– – 0.12% 32
2019
Q4 		$247K Hold
2,165
– – 0.1% 35
2019
Q3 		$247K Hold
2,165
– – 0.11% 35
2019
Q2 		$245K Hold
2,165
– – 0.1% 32
2019
Q1 		$241K Hold
2,165
– – 0.11% 31
2018
Q4 		$236K Hold
2,165
– – 0.11% 28
2018
Q3 		$234K Hold
2,165
– – 0.11% 29
2018
Q2 		$236K Sell
2,165
-292
-12% -$31.7K 0.11% 28
2018
Q1 		$268K Buy
2,457
+1
+0% +$109 0.13% 27
2017
Q4 		$272K Buy
2,456
+2
+0.1% +$221 0.14% 28
2017
Q3 		$272K Buy
2,454
+2
+0.1% +$222 0.15% 24
2017
Q2 		$270K Buy
2,452
+2
+0.1% +$220 0.17% 25
2017
Q1 		$267K Buy
2,450
+1
+0% +$108 0.17% 24
2016
Q4 		$265K Buy
2,449
+2
+0.1% +$219 0.18% 24
2016
Q3 		$276K Buy
2,447
+1
+0% +$113 0.19% 23
2016
Q2 		$279K Sell
2,446
-26
-1% -$2.93K 0.2% 24
2016
Q1 		$276K Buy
2,472
+1
+0% +$111 0.2% 24
2015
Q4 		$274K Hold
2,471
– – 0.21% 24
2015
Q3 		$271K Hold
2,471
– – 0.21% 23
2015
Q2 		$267K Hold
2,471
– – 0.22% 25
2015
Q1 		$273K Hold
2,471
– – 0.25% 29
2014
Q4 		$273K Hold
2,471
– – 0.28% 30
2014
Q3 		$271K Buy
+2,471
New +$269K 0.24% 26

Other funds holding MUB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sensible Financial Planning & Management's MUB Position: Q2 2022 in Review

Sensible Financial Planning & Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2022, closing a stake of 2,085 shares — an estimated $229K sold.

Sensible Financial Planning & Management first reported a position in MUB in Q3 2014 and held it in 31 quarters. The position peaked at $279K in Q2 2016. 1,156 funds tracked by Wall St. Rank hold MUB as of Q2 2022.

  • Sensible Financial Planning & Management reported no remaining iShares National Muni Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 2,085 iShares National Muni Bond ETF shares in Q2 2022, an estimated $229K.
  • Sensible Financial Planning & Management first reported a position in iShares National Muni Bond ETF in Q3 2014 and held it in 31 quarters.
  • Sensible Financial Planning & Management's iShares National Muni Bond ETF position peaked at $279K in Q2 2016.
  • 1,156 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2022.

Based on Sensible Financial Planning & Management's 13F filing for Q2 2022, filed 4 Aug 2022.