Horizon Family Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Horizon Family Wealth’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	-2,720	Closed	-$290K	–	80
2024 Q4	$290K	Hold	2,720	–	–	0.19%	71
2024 Q3	$295K	Hold	2,720	–	–	0.21%	65
2024 Q2	$290K	Sell	2,720 -19,702	-88%	-$2.1M	0.22%	59
2024 Q1	$2.41M	Buy	22,422 +7,848	+54%	+$847K	1.86%	12
2023 Q4	$1.58M	Buy	14,574 +108	+0.7%	+$11.3K	1.33%	16
2023 Q3	$1.48M	Buy	14,466 +92	+0.6%	+$9.7K	1.44%	14
2023 Q2	$1.53M	Buy	14,374 +3,485	+32%	+$372K	1.47%	17
2023 Q1	$1.17M	Sell	10,889 -2,329	-18%	-$249K	1.24%	17
2022 Q4	$1.39M	Buy	13,218 +83	+0.6%	+$8.65K	1.61%	14
2022 Q3	$1.35M	Buy	13,135 +48	+0.4%	+$5.1K	1.64%	16
2022 Q2	$1.39M	Buy	13,087 +405	+3%	+$43.2K	1.62%	16
2022 Q1	$1.39M	Buy	12,682 +530	+4%	+$59.8K	1.38%	19
2021 Q4	$1.41M	Buy	+12,152	New	+$1.41M	1.44%	19

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

Horizon Family Wealth's MUB Position: Q1 2025 in Review

Horizon Family Wealth sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 2,720 shares — an estimated $290K sold.

Horizon Family Wealth first reported a position in MUB in Q4 2021 and held it in 13 quarters. The position peaked at $2.41M in Q1 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Horizon Family Wealth reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Horizon Family Wealth sold 2,720 iShares National Muni Bond ETF shares in Q1 2025, an estimated $290K.
Horizon Family Wealth first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 13 quarters.
Horizon Family Wealth's iShares National Muni Bond ETF position peaked at $2.41M in Q1 2024.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Horizon Family Wealth's 13F filing for Q1 2025, filed 9 May 2025.