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Armstrong Fleming & Moore’s iShares National Muni Bond ETF MUB Stock Holding History

Armstrong Fleming & Moore’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
-2,001
Closed -$213K – 131
2024
Q4 		$213K Hold
2,001
– – 0.13% 91
2024
Q3 		$217K Hold
2,001
– – 0.13% 93
2024
Q2 		$213K Hold
2,001
– – 0.14% 90
2024
Q1 		$215K Hold
2,001
– – 0.15% 85
2023
Q4 		$217K Buy
+2,001
New +$209K 0.16% 86

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

Armstrong Fleming & Moore's MUB Position: Q1 2025 in Review

Armstrong Fleming & Moore sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 2,001 shares — an estimated $213K sold.

Armstrong Fleming & Moore first reported a position in MUB in Q4 2023 and held it in 5 quarters. The position peaked at $217K in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • Armstrong Fleming & Moore reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Armstrong Fleming & Moore sold 2,001 iShares National Muni Bond ETF shares in Q1 2025, an estimated $213K.
  • Armstrong Fleming & Moore first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 5 quarters.
  • Armstrong Fleming & Moore's iShares National Muni Bond ETF position peaked at $217K in Q3 2024.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Armstrong Fleming & Moore's 13F filing for Q1 2025, filed 11 Apr 2025.