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

ETF Portfolio 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
2024
Q4 		– Sell
-3,221
Closed -$350K – 57
2024
Q3 		$350K Hold
3,221
– – 0.1% 42
2024
Q2 		$343K Hold
3,221
– – 0.11% 42
2024
Q1 		$347K Hold
3,221
– – 0.11% 43
2023
Q4 		$349K Buy
+3,221
New +$337K 0.12% 38
2022
Q2 		– Sell
-7,460
Closed -$818K – 54
2022
Q1 		$818K Sell
7,460
-14
-0.2% -$1.58K 0.31% 27
2021
Q4 		$869K Sell
7,474
-43
-0.6% -$4.99K 0.33% 26
2021
Q3 		$873K Sell
7,517
-15
-0.2% -$1.76K 0.35% 25
2021
Q2 		$883K Buy
7,532
+528
+8% +$61.7K 0.36% 25
2021
Q1 		$813K Sell
7,004
-8
-0.1% -$933 0.36% 24
2020
Q4 		$822K Sell
7,012
-19
-0.3% -$2.21K 0.38% 24
2020
Q3 		$815K Buy
7,031
+85
+1% +$9.88K 0.43% 24
2020
Q2 		$802K Sell
6,946
-114
-2% -$12.9K 0.44% 24
2020
Q1 		$798K Hold
7,060
– – 0.51% 21
2019
Q4 		$804K Buy
7,060
+82
+1% +$9.34K 0.42% 21
2019
Q3 		$796K Buy
6,978
+77
+1% +$8.79K 0.46% 20
2019
Q2 		$780K Sell
6,901
-185
-3% -$20.7K 0.42% 21
2019
Q1 		$788K Buy
7,086
+3,886
+121% +$426K 0.48% 21
2018
Q4 		$349K Buy
3,200
+691
+28% +$74.4K 0.23% 27
2018
Q3 		$271K Buy
2,509
+29
+1% +$3.15K 0.16% 28
2018
Q2 		$270K Sell
2,480
-427
-15% -$46.3K 0.17% 23
2018
Q1 		$317K Buy
+2,907
New +$317K 0.21% 20
2016
Q2 		– Sell
-6,352
Closed -$709K – 25
2016
Q1 		$709K Buy
+6,352
New +$707K 0.61% 20

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ETF Portfolio Partners's MUB Position: Q4 2024 in Review

ETF Portfolio Partners sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 3,221 shares — an estimated $350K sold.

ETF Portfolio Partners first reported a position in MUB in Q1 2016 and held it in 22 quarters. The position peaked at $883K in Q2 2021. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

  • ETF Portfolio Partners reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
  • ETF Portfolio Partners sold 3,221 iShares National Muni Bond ETF shares in Q4 2024, an estimated $350K.
  • ETF Portfolio Partners first reported a position in iShares National Muni Bond ETF in Q1 2016 and held it in 22 quarters.
  • ETF Portfolio Partners's iShares National Muni Bond ETF position peaked at $883K in Q2 2021.
  • 1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on ETF Portfolio Partners's 13F filing for Q4 2024, filed 21 Jan 2025.