Baldwin Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-68	Closed	-$7.39K	–	734
2024 Q3	$7.39K	Sell	68 -31	-31%	-$3.34K	﹤0.01%	836
2024 Q2	$10.5K	Buy	+99	New	+$10.5K	﹤0.01%	536
2023 Q2	–	Sell	-3,510	Closed	-$378K	–	782
2023 Q1	$378K	Buy	+3,510	New	+$375K	0.03%	184
2022 Q3	–	Sell	-455	Closed	-$48K	–	692
2022 Q2	$48K	Hold	455	–	–	0.01%	360
2022 Q1	$50K	Buy	+455	New	+$51.4K	0.01%	375

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baldwin Wealth Partners's MUB Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 68 shares — an estimated $7.39K sold.

Baldwin Wealth Partners first reported a position in MUB in Q1 2022 and held it in 5 quarters. The position peaked at $378K in Q1 2023. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

Baldwin Wealth Partners reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 68 iShares National Muni Bond ETF shares in Q4 2024, an estimated $7.39K.
Baldwin Wealth Partners first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 5 quarters.
Baldwin Wealth Partners's iShares National Muni Bond ETF position peaked at $378K in Q1 2023.
1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.