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Coppell Advisory Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Coppell Advisory Solutions’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
-1,872
Closed -$200K – 1291
2024
Q4 		$200K Buy
1,872
+1,585
+552% +$170K 0.03% 273
2024
Q3 		$31.2K Hold
287
– – ﹤0.01% 699
2024
Q2 		$30.6K Buy
+287
New +$30.6K 0.01% 630
2023
Q4 		$3.79K Buy
35
+31
+775% +$3.24K ﹤0.01% 1169
2023
Q3 		$422 Sell
4
-6
-60% -$633 ﹤0.01% 1034
2023
Q2 		$1.06K Buy
+10
New +$1.07K ﹤0.01% 1135
2023
Q1 		– Sell
-4
Closed -$422 – 748
2022
Q4 		$422 Buy
+4
New +$417 ﹤0.01% 1036

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

Coppell Advisory Solutions's MUB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 1,872 shares — an estimated $200K sold.

Coppell Advisory Solutions first reported a position in MUB in Q4 2022 and held it in 7 quarters. The position peaked at $200K in Q4 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,872 iShares National Muni Bond ETF shares in Q1 2025, an estimated $200K.
  • Coppell Advisory Solutions first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's iShares National Muni Bond ETF position peaked at $200K in Q4 2024.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.