Contravisory Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Contravisory Investment 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	-427	Closed	-$45.5K	–	425
2024 Q4	$45.5K	Buy	427 +423	+10,575%	+$45.4K	0.01%	246
2024 Q3	$435	Hold	4	–	–	﹤0.01%	340
2024 Q2	$426	Hold	4	–	–	﹤0.01%	344
2024 Q1	$430	Hold	4	–	–	﹤0.01%	343
2023 Q4	$434	Hold	4	–	–	﹤0.01%	357
2023 Q3	$410	Buy	+4	New	+$422	﹤0.01%	317

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Contravisory Investment Management's MUB Position: Q1 2025 in Review

Contravisory Investment Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 427 shares — an estimated $45.5K sold.

Contravisory Investment Management first reported a position in MUB in Q3 2023 and held it in 6 quarters. The position peaked at $45.5K in Q4 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Contravisory Investment Management reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Contravisory Investment Management sold 427 iShares National Muni Bond ETF shares in Q1 2025, an estimated $45.5K.
Contravisory Investment Management first reported a position in iShares National Muni Bond ETF in Q3 2023 and held it in 6 quarters.
Contravisory Investment Management's iShares National Muni Bond ETF position peaked at $45.5K in Q4 2024.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.