Gallagher Fiduciary Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Gallagher Fiduciary 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	-3,776	Closed	-$402K	–	327
2024 Q4	$402K	Buy	3,776 +95	+3%	+$10.2K	0.08%	172
2024 Q3	$400K	Buy	3,681 +4	+0.1%	+$431	0.08%	153
2024 Q2	$392K	Buy	3,677 +211	+6%	+$22.5K	0.09%	125
2024 Q1	$373K	Sell	3,466 -497	-13%	-$53.6K	0.01%	127
2023 Q4	$430K	Sell	3,963 -151	-4%	-$15.8K	0.01%	113
2023 Q3	$422K	Sell	4,114 -1,148	-22%	-$121K	0.04%	108
2023 Q2	$562K	Buy	5,262 +384	+8%	+$41K	0.04%	116
2023 Q1	$526K	Buy	+4,878	New	+$521K	0.04%	115

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

Gallagher Fiduciary Advisors's MUB Position: Q1 2025 in Review

Gallagher Fiduciary Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 3,776 shares — an estimated $402K sold.

Gallagher Fiduciary Advisors first reported a position in MUB in Q1 2023 and held it in 8 quarters. The position peaked at $562K in Q2 2023. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Gallagher Fiduciary Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 3,776 iShares National Muni Bond ETF shares in Q1 2025, an estimated $402K.
Gallagher Fiduciary Advisors first reported a position in iShares National Muni Bond ETF in Q1 2023 and held it in 8 quarters.
Gallagher Fiduciary Advisors's iShares National Muni Bond ETF position peaked at $562K in Q2 2023.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2025, filed 15 May 2025.