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FSA Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

FSA Wealth 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
-1,519
Closed -$162K – 525
2024
Q4 		$162K Sell
1,519
-325
-18% -$34.9K 0.07% 59
2024
Q3 		$200K Buy
+1,844
New +$199K 0.08% 57
2024
Q1 		$244K Sell
2,265
-43
-2% -$4.64K 0.11% 43
2023
Q4 		$250K Sell
2,308
-5
-0.2% -$523 0.12% 40
2023
Q3 		$237K Buy
+2,313
New +$244K 0.13% 38
2022
Q3 		– Sell
-2,431
Closed -$259K – 53
2022
Q2 		$259K Sell
2,431
-3,088
-56% -$330K 0.72% 19
2022
Q1 		$642K Hold
5,519
– – 0.37% 21
2021
Q4 		$642K Sell
5,519
-16
-0.3% -$1.86K 0.37% 21
2021
Q3 		$643K Sell
5,535
-46
-0.8% -$5.39K 0.4% 21
2021
Q2 		$654K Sell
5,581
-121
-2% -$14.1K 0.41% 21
2021
Q1 		$662K Sell
5,702
-85
-1% -$9.91K 0.44% 21
2020
Q4 		$678K Sell
5,787
-171
-3% -$19.9K 0.34% 23
2020
Q3 		$691K Sell
5,958
-107
-2% -$12.4K 0.44% 23
2020
Q2 		$700K Sell
6,065
-53
-0.9% -$6.02K 0.48% 22
2020
Q1 		$691K Sell
6,118
-155
-2% -$17.7K 0.58% 20
2019
Q4 		$715K Buy
+6,273
New +$715K 0.5% 21

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

FSA Wealth Management's MUB Position: Q1 2025 in Review

FSA Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 1,519 shares — an estimated $162K sold.

FSA Wealth Management first reported a position in MUB in Q4 2019 and held it in 16 quarters. The position peaked at $715K in Q4 2019. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • FSA Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • FSA Wealth Management sold 1,519 iShares National Muni Bond ETF shares in Q1 2025, an estimated $162K.
  • FSA Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 16 quarters.
  • FSA Wealth Management's iShares National Muni Bond ETF position peaked at $715K in Q4 2019.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on FSA Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.