Glassman Wealth Services’s iShares National Muni Bond ETF MUB Stock Holding History

Glassman Wealth 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 Q1	–	Sell	-7	Closed	-$746	–	218
2024 Q4	$746	Buy	+7	New	+$752	﹤0.01%	161
2023 Q3	–	Sell	-8,068	Closed	-$861K	–	2035
2023 Q2	$861K	Hold	8,068	–	–	0.14%	47
2023 Q1	$869K	Hold	8,068	–	–	0.15%	42
2022 Q4	$851K	Hold	8,068	–	–	0.16%	45
2022 Q3	$828K	Sell	8,068 -20	-0.2%	-$2.13K	0.18%	40
2022 Q2	$860K	Buy	8,088 +20	+0.2%	+$2.13K	0.18%	45
2022 Q1	$885K	Hold	8,068	–	–	0.16%	49
2021 Q4	$938K	Buy	+8,068	New	+$937K	0.17%	47
2017 Q1	–	Sell	-212	Closed	-$23K	–	652
2016 Q4	$23K	Hold	212	–	–	0.02%	253
2016 Q3	$24K	Sell	212 -46	-18%	-$5.21K	0.02%	207
2016 Q2	$29K	Hold	258	–	–	0.02%	179
2016 Q1	$29K	Buy	258 +46	+22%	+$5.12K	0.03%	177
2015 Q4	$23K	Sell	212 -1,413	-87%	-$155K	0.02%	208
2015 Q3	$178K	Hold	1,625	–	–	0.16%	75
2015 Q2	$176K	Hold	1,625	–	–	0.14%	78
2015 Q1	$180K	Hold	1,625	–	–	0.14%	74
2014 Q4	$179K	Buy	+1,625	New	+$179K	0.13%	82

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Glassman Wealth Services's MUB Position: Q1 2025 in Review

Glassman Wealth Services sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 7 shares — an estimated $746 sold.

Glassman Wealth Services first reported a position in MUB in Q4 2014 and held it in 17 quarters. The position peaked at $938K in Q4 2021. 1,502 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Glassman Wealth Services reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Glassman Wealth Services sold 7 iShares National Muni Bond ETF shares in Q1 2025, an estimated $746.
Glassman Wealth Services first reported a position in iShares National Muni Bond ETF in Q4 2014 and held it in 17 quarters.
Glassman Wealth Services's iShares National Muni Bond ETF position peaked at $938K in Q4 2021.
1,502 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Glassman Wealth Services's 13F filing for Q1 2025, filed 8 May 2025.