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GLOBALT Investments’s iShares National Muni Bond ETF MUB Stock Holding History

GLOBALT Investments’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
-2,548
Closed -$271K – 207
2024
Q4 		$271K Hold
2,548
– – 0.01% 194
2024
Q3 		$277K Sell
2,548
-499
-16% -$53.8K 0.01% 194
2024
Q2 		$325K Buy
+3,047
New +$325K 0.01% 193
2024
Q1 		– Sell
-5,180
Closed -$562K – 210
2023
Q4 		$562K Buy
+5,180
New +$541K 0.02% 170

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

GLOBALT Investments's MUB Position: Q1 2025 in Review

GLOBALT Investments sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 2,548 shares — an estimated $271K sold.

GLOBALT Investments first reported a position in MUB in Q4 2023 and held it in 4 quarters. The position peaked at $562K in Q4 2023. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • GLOBALT Investments reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • GLOBALT Investments sold 2,548 iShares National Muni Bond ETF shares in Q1 2025, an estimated $271K.
  • GLOBALT Investments first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 4 quarters.
  • GLOBALT Investments's iShares National Muni Bond ETF position peaked at $562K in Q4 2023.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on GLOBALT Investments's 13F filing for Q1 2025, filed 7 May 2025.