Integris Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Integris Wealth Management’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	-5,384	Closed	-$574K	–	108
2024 Q4	$574K	Buy	5,384 +1,708	+46%	+$184K	0.16%	46
2024 Q3	$399K	Hold	3,676	–	–	0.11%	63
2024 Q2	$392K	Sell	3,676 -2,169	-37%	-$231K	0.11%	58
2024 Q1	$629K	Hold	5,845	–	–	0.17%	41
2023 Q4	$634K	Sell	5,845 -663	-10%	-$69.3K	0.19%	42
2023 Q3	$667K	Hold	6,508	–	–	0.22%	38
2023 Q2	$695K	Hold	6,508	–	–	0.25%	34
2023 Q1	$701K	Hold	6,508	–	–	0.26%	34
2022 Q4	$687K	Buy	+6,508	New	+$678K	0.27%	34

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

Integris Wealth Management's MUB Position: Q1 2025 in Review

Integris Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 5,384 shares — an estimated $574K sold.

Integris Wealth Management first reported a position in MUB in Q4 2022 and held it in 9 quarters. The position peaked at $701K in Q1 2023. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Integris Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Integris Wealth Management sold 5,384 iShares National Muni Bond ETF shares in Q1 2025, an estimated $574K.
Integris Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 9 quarters.
Integris Wealth Management's iShares National Muni Bond ETF position peaked at $701K in Q1 2023.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Integris Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.