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

Iron Horse 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 Q2	$3.34K	Buy	32 +10	+45%	+$1.04K	﹤0.01%	421
2025 Q1	$2.32K	Hold	22	–	–	﹤0.01%	447
2024 Q4	$2.34K	Hold	22	–	–	﹤0.01%	378
2024 Q3	$2.39K	Hold	22	–	–	﹤0.01%	368
2024 Q2	$2.34K	Hold	22	–	–	﹤0.01%	348
2024 Q1	$2.37K	Hold	22	–	–	﹤0.01%	331
2023 Q4	$2.38K	Hold	22	–	–	﹤0.01%	348
2023 Q3	$2.26K	Buy	+22	New	+$2.32K	﹤0.01%	348
2021 Q3	–	Sell	-50	Closed	-$6K	–	226
2021 Q2	$6K	Hold	50	–	–	﹤0.01%	136
2021 Q1	$6K	Hold	50	–	–	﹤0.01%	128
2020 Q4	$6K	Buy	+50	New	+$5.81K	﹤0.01%	120

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Iron Horse Wealth Management's MUB Position: Q2 2025 in Review

Iron Horse Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 45% in Q2 2025, buying an estimated $1.04K and bringing the position to 32 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Iron Horse Wealth Management first reported a position in MUB in Q4 2020 and has held it in 11 quarters since. The position peaked at $6K in Q2 2021. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Iron Horse Wealth Management held 32 shares of iShares National Muni Bond ETF worth $3.34K as of Q2 2025.
Iron Horse Wealth Management bought 10 iShares National Muni Bond ETF shares in Q2 2025, an estimated $1.04K.
iShares National Muni Bond ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #421 holding.
Iron Horse Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 11 quarters since.
Iron Horse Wealth Management's iShares National Muni Bond ETF position peaked at $6K in Q2 2021.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.