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1620 Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

1620 Investment 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
2025
Q2 		– Sell
-7
Closed -$738 – 700
2025
Q1 		$738 Hold
7
– – ﹤0.01% 645
2024
Q4 		$746 Sell
7
-41
-85% -$4.41K ﹤0.01% 656
2024
Q3 		$5.21K Buy
48
+10
+26% +$1.08K ﹤0.01% 523
2024
Q2 		$4.05K Buy
+38
New +$4.05K ﹤0.01% 524

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

1620 Investment Advisors's MUB Position: Q2 2025 in Review

1620 Investment Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 7 shares — an estimated $738 sold.

1620 Investment Advisors first reported a position in MUB in Q2 2024 and held it in 4 quarters. The position peaked at $5.21K in Q3 2024. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • 1620 Investment Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • 1620 Investment Advisors sold 7 iShares National Muni Bond ETF shares in Q2 2025, an estimated $738.
  • 1620 Investment Advisors first reported a position in iShares National Muni Bond ETF in Q2 2024 and held it in 4 quarters.
  • 1620 Investment Advisors's iShares National Muni Bond ETF position peaked at $5.21K in Q3 2024.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on 1620 Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.