Goodwin Investment Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Goodwin Investment Advisory’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	-7,601	Closed	-$810K	–	33
2024 Q4	$810K	Buy	7,601 +2,475	+48%	+$266K	0.42%	23
2024 Q3	$557K	Sell	5,126 -86	-2%	-$9.27K	0.24%	22
2024 Q2	$555K	Buy	+5,212	New	+$555K	0.25%	22
2022 Q2	–	Sell	-10	Closed	-$1K	–	205
2022 Q1	$1K	Sell	10 -7,062	-100%	-$797K	﹤0.01%	198
2021 Q4	$823K	Sell	7,072 -12,909	-65%	-$1.5M	0.62%	16
2021 Q3	$2.32M	Buy	19,981 +19,362	+3,128%	+$2.27M	2.25%	9
2021 Q2	$73K	Hold	619	–	–	0.08%	49
2021 Q1	$72K	Hold	619	–	–	0.08%	46
2020 Q4	$73K	Buy	+619	New	+$71.9K	0.09%	40

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

Goodwin Investment Advisory's MUB Position: Q1 2025 in Review

Goodwin Investment Advisory sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 7,601 shares — an estimated $810K sold.

Goodwin Investment Advisory first reported a position in MUB in Q4 2020 and held it in 9 quarters. The position peaked at $2.32M in Q3 2021. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Goodwin Investment Advisory reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Goodwin Investment Advisory sold 7,601 iShares National Muni Bond ETF shares in Q1 2025, an estimated $810K.
Goodwin Investment Advisory first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 9 quarters.
Goodwin Investment Advisory's iShares National Muni Bond ETF position peaked at $2.32M in Q3 2021.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Goodwin Investment Advisory's 13F filing for Q1 2025, filed 6 May 2025.