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

GGM 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	$359K	Sell	3,446 -83	-2%	-$8.83K	0.2%	90
2024 Q4	$376K	Hold	3,529	–	–	0.2%	91
2024 Q3	$383K	Buy	3,529 +900	+34%	+$97K	0.17%	94
2024 Q2	$280K	Sell	2,629 -78	-3%	-$8.31K	0.13%	111
2024 Q1	$289K	Sell	2,707 -27	-1%	-$2.91K	0.13%	107
2023 Q4	$294K	Sell	2,734 -385	-12%	-$40.2K	0.12%	116
2023 Q3	$320K	Hold	3,119	–	–	0.14%	101
2023 Q2	$331K	Buy	+3,119	New	+$333K	0.13%	101

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

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

GGM Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 2.4% in Q1 2025, selling an estimated $8.83K and leaving 3,446 shares worth $359K. The position accounts for 0.2% of the portfolio, ranked #90.

GGM Wealth Advisors first reported a position in MUB in Q2 2023 and has held it in 8 quarters since. The position peaked at $383K in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

GGM Wealth Advisors held 3,446 shares of iShares National Muni Bond ETF worth $359K as of Q1 2025.
GGM Wealth Advisors sold 83 iShares National Muni Bond ETF shares in Q1 2025, an estimated $8.83K.
iShares National Muni Bond ETF made up 0.2% of GGM Wealth Advisors's portfolio in Q1 2025, its #90 holding.
GGM Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 8 quarters since.
GGM Wealth Advisors's iShares National Muni Bond ETF position peaked at $383K in Q3 2024.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.