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Garden State Investment Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Garden State Investment Advisory Services’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
Q3 		– Sell
-12,469
Closed -$1.31M – 335
2025
Q2 		$1.31M Sell
12,469
-8,170
-40% -$849K 0.35% 66
2025
Q1 		$2.18M Sell
20,639
-2,302
-10% -$245K 0.7% 39
2024
Q4 		$2.45M Buy
22,941
+300
+1% +$32.2K 0.75% 34
2024
Q3 		$2.46M Sell
22,641
-18
-0.1% -$1.94K 0.79% 27
2024
Q2 		$2.42M Buy
22,659
+54
+0.2% +$5.75K 0.83% 27
2024
Q1 		$2.44M Sell
22,605
-92
-0.4% -$9.93K 0.89% 25
2023
Q4 		$2.46M Buy
22,697
+229
+1% +$23.9K 0.99% 23
2023
Q3 		$2.3M Sell
22,468
-2,051
-8% -$216K 1.07% 21
2023
Q2 		$2.62M Sell
24,519
-369
-1% -$39.4K 1.16% 21
2023
Q1 		$2.68M Buy
24,888
+2,193
+10% +$234K 1.36% 19
2022
Q4 		$2.39M Buy
+22,695
New +$2.37M 1.42% 13

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return