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Halbert Hargrove Global Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Halbert Hargrove Global 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 		– Sell
-361
Closed -$38.5K – 688
2024
Q4 		$38.5K Buy
+361
New +$38.8K ﹤0.01% 165
2021
Q1 		– Sell
-37,785
Closed -$4.43M – 134
2020
Q4 		$4.43M Sell
37,785
-7,389
-16% -$858K 0.34% 21
2020
Q3 		$5.24M Sell
45,174
-868
-2% -$101K 0.5% 17
2020
Q2 		$5.31M Sell
46,042
-389,832
-89% -$44.3M 0.78% 15
2020
Q1 		$49.3M Buy
435,874
+4,475
+1% +$511K 8.6% 5
2019
Q4 		$49.1M Sell
431,399
-25,423
-6% -$2.9M 12.68% 4
2019
Q3 		$52.1M Sell
456,822
-2,922
-0.6% -$333K 13.82% 4
2019
Q2 		$52M Buy
+459,744
New +$51.5M 14.12% 4
2019
Q1 		– Sell
-452,398
Closed -$49.3M – 68
2018
Q4 		$49.3M Sell
452,398
-24,652
-5% -$2.65M 11.35% 4
2018
Q3 		$51.5M Sell
477,050
-3,853
-0.8% -$419K 13.37% 4
2018
Q2 		$52.4M Buy
480,903
+2,520
+0.5% +$273K 13.82% 4
2018
Q1 		$52.1M Buy
478,383
+24,208
+5% +$2.64M 13.82% 4
2017
Q4 		$50.3M Buy
454,175
+12,992
+3% +$1.44M 13.17% 4
2017
Q3 		$48.9M Sell
441,183
-30,847
-7% -$3.42M 13.46% 4
2017
Q2 		$52M Buy
472,030
+6,104
+1% +$671K 13.82% 4
2017
Q1 		$50.8M Buy
465,926
+31,281
+7% +$3.39M 12.93% 4
2016
Q4 		$47M Buy
434,645
+8,653
+2% +$948K 13.06% 4
2016
Q3 		$48M Buy
425,992
+11,472
+3% +$1.3M 13.51% 4
2016
Q2 		$47.2M Buy
+414,520
New +$46.7M 13.53% 4

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

Halbert Hargrove Global Advisors's MUB Position: Q1 2025 in Review

Halbert Hargrove Global Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 361 shares — an estimated $38.5K sold.

Halbert Hargrove Global Advisors first reported a position in MUB in Q2 2016 and held it in 19 quarters. The position peaked at $52.4M in Q2 2018. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • Halbert Hargrove Global Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 361 iShares National Muni Bond ETF shares in Q1 2025, an estimated $38.5K.
  • Halbert Hargrove Global Advisors first reported a position in iShares National Muni Bond ETF in Q2 2016 and held it in 19 quarters.
  • Halbert Hargrove Global Advisors's iShares National Muni Bond ETF position peaked at $52.4M in Q2 2018.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.