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ERTS Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

ERTS Wealth Advisors’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
-2,538
Closed -$270K – 84
2024
Q4 		$270K Sell
2,538
-146
-5% -$15.7K 0.05% 75
2024
Q3 		$292K Sell
2,684
-111
-4% -$12K 0.05% 79
2024
Q2 		$298K Sell
2,795
-582
-17% -$62K 0.06% 73
2024
Q1 		$363K Sell
3,377
-514
-13% -$55.5K 0.07% 63
2023
Q4 		$422K Sell
3,891
-6,259
-62% -$654K 0.09% 51
2023
Q3 		$1.04M Buy
10,150
+884
+10% +$93.2K 0.25% 27
2023
Q2 		$989K Buy
9,266
+203
+2% +$21.7K 0.23% 28
2023
Q1 		$976K Sell
9,063
-3,690
-29% -$394K 0.24% 30
2022
Q4 		$1.35M Sell
12,753
-8,717
-41% -$908K 0.35% 30
2022
Q3 		$2.2M Buy
21,470
+833
+4% +$88.6K 0.62% 18
2022
Q2 		$2.19M Sell
20,637
-7,930
-28% -$846K 0.62% 17
2022
Q1 		$3.13M Sell
28,567
-2,578
-8% -$291K 0.88% 14
2021
Q4 		$3.62M Sell
31,145
-1,356
-4% -$157K 0.86% 16
2021
Q3 		$3.78M Sell
32,501
-4,045
-11% -$474K 0.99% 15
2021
Q2 		$4.28M Sell
36,546
-36,966
-50% -$4.32M 1.16% 13
2021
Q1 		$8.53M Sell
73,512
-4,425
-6% -$516K 2.53% 12
2020
Q4 		$9.13M Buy
77,937
+10,589
+16% +$1.23M 2.97% 11
2020
Q3 		$7.81M Buy
67,348
+9,704
+17% +$1.13M 2.94% 13
2020
Q2 		$6.65M Buy
57,644
+9,511
+20% +$1.08M 2.69% 14
2020
Q1 		$5.44M Buy
48,133
+20,902
+77% +$2.39M 2.63% 14
2019
Q4 		$3.1M Buy
27,231
+5,292
+24% +$603K 1.4% 11
2019
Q3 		$2.5M Buy
21,939
+6,569
+43% +$749K 1.27% 11
2019
Q2 		$1.74M Buy
15,370
+2,431
+19% +$272K 0.96% 18
2019
Q1 		$1.44M Buy
12,939
+7,639
+144% +$838K 0.86% 18
2018
Q4 		$578K Buy
+5,300
New +$570K 0.41% 36

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

ERTS Wealth Advisors's MUB Position: Q1 2025 in Review

ERTS Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 2,538 shares — an estimated $270K sold.

ERTS Wealth Advisors first reported a position in MUB in Q4 2018 and held it in 25 quarters. The position peaked at $9.13M in Q4 2020. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • ERTS Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • ERTS Wealth Advisors sold 2,538 iShares National Muni Bond ETF shares in Q1 2025, an estimated $270K.
  • ERTS Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 25 quarters.
  • ERTS Wealth Advisors's iShares National Muni Bond ETF position peaked at $9.13M in Q4 2020.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on ERTS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.