Lindbrook Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Lindbrook Capital’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	$148K	Hold	1,400	–	–	0.01%	522
2024 Q4	$149K	Hold	1,400	–	–	0.01%	447
2024 Q3	$152K	Buy	1,400 +600	+75%	+$64.7K	0.01%	452
2024 Q2	$85.2K	Hold	800	–	–	0.01%	594
2024 Q1	$86.1K	Hold	800	–	–	0.01%	581
2023 Q4	$86.7K	Hold	800	–	–	0.01%	566
2023 Q3	$82K	Hold	800	–	–	0.01%	521
2023 Q2	$85.4K	Hold	800	–	–	0.01%	534
2023 Q1	$86.2K	Hold	800	–	–	0.01%	519
2022 Q4	$84.4K	Buy	+800	New	+$83.4K	0.01%	533

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 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

Lindbrook Capital's MUB Position: Q1 2025 in Review

Lindbrook Capital held its iShares National Muni Bond ETF (MUB) position steady in Q1 2025 at 1,400 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #522.

Lindbrook Capital first reported a position in MUB in Q4 2022 and has held it in 10 quarters since. The position peaked at $152K in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Lindbrook Capital held 1,400 shares of iShares National Muni Bond ETF worth $148K as of Q1 2025.
Lindbrook Capital left its iShares National Muni Bond ETF share count unchanged in Q1 2025.
iShares National Muni Bond ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #522 holding.
Lindbrook Capital first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 10 quarters since.
Lindbrook Capital's iShares National Muni Bond ETF position peaked at $152K in Q3 2024.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.