Drucker Wealth 3.0’s iShares National Muni Bond ETF MUB Stock Holding History

Drucker Wealth 3.0’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	-3,213	Closed	-$342K	–	160
2024 Q4	$342K	Sell	3,213 -929	-22%	-$99.8K	0.08%	126
2024 Q3	$450K	Sell	4,142 -1,871	-31%	-$202K	0.11%	119
2024 Q2	$641K	Buy	+6,013	New	+$640K	0.17%	97

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

Drucker Wealth 3.0's MUB Position: Q1 2025 in Review

Drucker Wealth 3.0 sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 3,213 shares — an estimated $342K sold.

Drucker Wealth 3.0 first reported a position in MUB in Q2 2024 and held it in 3 quarters. The position peaked at $641K in Q2 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Drucker Wealth 3.0 reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Drucker Wealth 3.0 sold 3,213 iShares National Muni Bond ETF shares in Q1 2025, an estimated $342K.
Drucker Wealth 3.0 first reported a position in iShares National Muni Bond ETF in Q2 2024 and held it in 3 quarters.
Drucker Wealth 3.0's iShares National Muni Bond ETF position peaked at $641K in Q2 2024.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Drucker Wealth 3.0's 13F filing for Q1 2025, filed 9 May 2025.