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Almanack Investment Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Almanack Investment Partners’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
Q1 		– Sell
-11,302
Closed -$1.2M – 177
2024
Q4 		$1.2M Sell
11,302
-499
-4% -$53.6K 0.19% 70
2024
Q3 		$1.28M Sell
11,801
-1,800
-13% -$194K 0.2% 64
2024
Q2 		$1.45M Sell
13,601
-63
-0.5% -$6.71K 0.24% 59
2024
Q1 		$1.47M Sell
13,664
-240
-2% -$25.9K 0.25% 58
2023
Q4 		$1.51M Buy
13,904
+332
+2% +$34.7K 0.28% 54
2023
Q3 		$1.39M Sell
13,572
-45
-0.3% -$4.75K 0.27% 46
2023
Q2 		$1.45M Sell
13,617
-1,843
-12% -$197K 0.26% 52
2023
Q1 		$1.67M Sell
15,460
-650
-4% -$69.5K 0.33% 43
2022
Q4 		$1.7M Sell
16,110
-15,791
-50% -$1.65M 0.36% 35
2022
Q3 		$3.27M Buy
31,901
+19,031
+148% +$2.02M 0.64% 19
2022
Q2 		$1.37M Buy
12,870
+9,471
+279% +$1.01M 0.14% 110
2022
Q1 		$373K Buy
3,399
+1
+0% +$113 0.03% 313
2021
Q4 		$395K Buy
3,398
+746
+28% +$86.6K 0.03% 307
2021
Q3 		$308K Buy
+2,652
New +$311K 0.03% 365
2017
Q2 		– Sell
-1,377
Closed -$150K – 196
2017
Q1 		$150K Sell
1,377
-939
-41% -$102K 0.11% 120
2016
Q4 		$251K Buy
+2,316
New +$254K 0.21% 55

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Almanack Investment Partners's MUB Position: Q1 2025 in Review

Almanack Investment Partners sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 11,302 shares — an estimated $1.2M sold.

Almanack Investment Partners first reported a position in MUB in Q4 2016 and held it in 16 quarters. The position peaked at $3.27M in Q3 2022. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • Almanack Investment Partners reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 11,302 iShares National Muni Bond ETF shares in Q1 2025, an estimated $1.2M.
  • Almanack Investment Partners first reported a position in iShares National Muni Bond ETF in Q4 2016 and held it in 16 quarters.
  • Almanack Investment Partners's iShares National Muni Bond ETF position peaked at $3.27M in Q3 2022.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.