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Baker Tilly Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Baker Tilly Wealth 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
2025
Q1 		– Sell
-5,159
Closed -$550K – 248
2024
Q4 		$550K Buy
+5,159
New +$554K 0.22% 108
2023
Q4 		– Sell
-3,711
Closed -$381K – 479
2023
Q3 		$381K Sell
3,711
-1,403
-27% -$148K 0.06% 321
2023
Q2 		$546K Hold
5,114
– – 0.06% 314
2023
Q1 		$551K Buy
5,114
+2,600
+103% +$278K 0.06% 307
2022
Q4 		$265K Buy
2,514
+245
+11% +$25.5K 0.03% 455
2022
Q3 		$233K Sell
2,269
-1,010
-31% -$107K 0.03% 451
2022
Q2 		$349K Buy
3,279
+522
+19% +$55.7K 0.05% 387
2022
Q1 		$302K Buy
2,757
+109
+4% +$12.3K 0.03% 428
2021
Q4 		$308K Sell
2,648
-388
-13% -$45.1K 0.03% 429
2021
Q3 		$353K Buy
3,036
+200
+7% +$23.4K 0.05% 389
2021
Q2 		$332K Sell
2,836
-4,118
-59% -$481K 0.05% 375
2021
Q1 		$807K Buy
6,954
+1,381
+25% +$161K 0.17% 156
2020
Q4 		$653K Buy
+5,573
New +$647K 0.2% 117

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

Baker Tilly Wealth Management's MUB Position: Q1 2025 in Review

Baker Tilly Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 5,159 shares — an estimated $550K sold.

Baker Tilly Wealth Management first reported a position in MUB in Q4 2020 and held it in 13 quarters. The position peaked at $807K in Q1 2021. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • Baker Tilly Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,159 iShares National Muni Bond ETF shares in Q1 2025, an estimated $550K.
  • Baker Tilly Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 13 quarters.
  • Baker Tilly Wealth Management's iShares National Muni Bond ETF position peaked at $807K in Q1 2021.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2025, filed 9 Apr 2025.