Leavell Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Leavell Investment 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	-3,760	Closed	-$401K	–	560
2024 Q4	$401K	Sell	3,760 -233	-6%	-$25K	0.02%	416
2024 Q3	$434K	Buy	3,993 +1,643	+70%	+$177K	0.02%	406
2024 Q2	$250K	Hold	2,350	–	–	0.01%	462
2024 Q1	$253K	Sell	2,350 -317	-12%	-$34.2K	0.01%	444
2023 Q4	$289K	Hold	2,667	–	–	0.02%	408
2023 Q3	$273K	Hold	2,667	–	–	0.02%	406
2023 Q2	$285K	Buy	+2,667	New	+$285K	0.02%	402
2022 Q1	–	Sell	-2,396	Closed	-$279K	–	432
2021 Q4	$279K	Hold	2,396	–	–	0.02%	387
2021 Q3	$278K	Buy	2,396 +79	+3%	+$9.26K	0.02%	362
2021 Q2	$269K	Hold	2,317	–	–	0.02%	348
2021 Q1	$269K	Buy	+2,317	New	+$270K	0.02%	348

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

Leavell Investment Management's MUB Position: Q1 2025 in Review

Leavell Investment Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 3,760 shares — an estimated $401K sold.

Leavell Investment Management first reported a position in MUB in Q1 2021 and held it in 11 quarters. The position peaked at $434K in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Leavell Investment Management reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Leavell Investment Management sold 3,760 iShares National Muni Bond ETF shares in Q1 2025, an estimated $401K.
Leavell Investment Management first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 11 quarters.
Leavell Investment Management's iShares National Muni Bond ETF position peaked at $434K in Q3 2024.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Leavell Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.