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

Castleview 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
-110
Closed -$11.7K – 429
2024
Q4 		$11.7K Hold
110
– – 0.01% 560
2024
Q3 		$11.9K Hold
110
– – 0.01% 528
2024
Q2 		$11.7K Hold
110
– – 0.01% 496
2024
Q1 		$11.8K Hold
110
– – 0.01% 527
2023
Q4 		$11.9K Buy
+110
New +$11.5K 0.01% 502

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

Castleview Partners's MUB Position: Q1 2025 in Review

Castleview Partners sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 110 shares — an estimated $11.7K sold.

Castleview Partners first reported a position in MUB in Q4 2023 and held it in 5 quarters. The position peaked at $11.9K in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • Castleview Partners reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 110 iShares National Muni Bond ETF shares in Q1 2025, an estimated $11.7K.
  • Castleview Partners first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's iShares National Muni Bond ETF position peaked at $11.9K in Q3 2024.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.