GPS Wealth Strategies Group’s iShares National Muni Bond ETF MUB Stock Holding History

GPS Wealth Strategies Group’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 Q4	–	Sell	-502	Closed	-$53.5K	–	1205
2025 Q3	$53.5K	Hold	502	–	–	0.01%	658
2025 Q2	$52.4K	Hold	502	–	–	0.01%	620
2025 Q1	$52.9K	Buy	502 +13	+3%	+$1.38K	0.01%	594
2024 Q4	$52.1K	Hold	489	–	–	0.01%	572
2024 Q3	$53.1K	Hold	489	–	–	0.01%	561
2024 Q2	$52.1K	Sell	489 -1,068	-69%	-$114K	0.01%	527
2024 Q1	$168K	Buy	1,557 +1,353	+663%	+$146K	0.03%	278
2023 Q4	$22.1K	Sell	204 -97	-32%	-$10.1K	﹤0.01%	672
2023 Q3	$30.9K	Hold	301	–	–	0.01%	601
2023 Q2	$32.1K	Buy	301 +75	+33%	+$8.02K	0.01%	599
2023 Q1	$24.3K	Buy	+226	New	+$24.1K	0.01%	650
2022 Q4	–	Sell	-153	Closed	-$16K	–	733
2022 Q3	$16K	Buy	153 +131	+595%	+$13.9K	﹤0.01%	670
2022 Q2	$2K	Hold	22	–	–	﹤0.01%	1030
2022 Q1	$2K	Hold	22	–	–	﹤0.01%	973
2021 Q4	$3K	Buy	+22	New	+$2.55K	﹤0.01%	949
2021 Q3	–	Sell	-48	Closed	-$6K	–	1057
2021 Q2	$6K	Buy	+48	New	+$5.61K	﹤0.01%	833

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

GPS Wealth Strategies Group's MUB Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 502 shares — an estimated $53.5K sold.

GPS Wealth Strategies Group first reported a position in MUB in Q2 2021 and held it in 16 quarters. The position peaked at $168K in Q1 2024. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 502 iShares National Muni Bond ETF shares in Q4 2025, an estimated $53.5K.
GPS Wealth Strategies Group first reported a position in iShares National Muni Bond ETF in Q2 2021 and held it in 16 quarters.
GPS Wealth Strategies Group's iShares National Muni Bond ETF position peaked at $168K in Q1 2024.
1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.