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LWM Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

LWM Advisory Services’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
-3,425
Closed -$365K – 100
2024
Q4 		$365K Buy
+3,425
New +$368K 0.25% 71

Other funds holding MUB

Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWM Advisory Services's MUB Position: Q1 2025 in Review

LWM Advisory Services sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 3,425 shares — an estimated $365K sold.

LWM Advisory Services first reported a position in MUB in Q4 2024 and held it in 1 quarter. The position peaked at $365K in Q4 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • LWM Advisory Services reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • LWM Advisory Services sold 3,425 iShares National Muni Bond ETF shares in Q1 2025, an estimated $365K.
  • LWM Advisory Services first reported a position in iShares National Muni Bond ETF in Q4 2024 and held it in 1 quarter.
  • LWM Advisory Services's iShares National Muni Bond ETF position peaked at $365K in Q4 2024.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on LWM Advisory Services's 13F filing for Q1 2025, filed 13 May 2025.