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

Macroview 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
-2,007
Closed -$214K – 88
2024
Q4 		$214K Sell
2,007
-325
-14% -$34.9K 0.22% 78
2024
Q3 		$253K Sell
2,332
-41
-2% -$4.42K 0.25% 66
2024
Q2 		$253K Sell
2,373
-2,484
-51% -$265K 0.27% 67
2024
Q1 		$523K Hold
4,857
– – 0.57% 42
2023
Q4 		$527K Sell
4,857
-3,038
-38% -$317K 0.62% 46
2023
Q3 		$810K Sell
7,895
-5,846
-43% -$617K 1.08% 32
2023
Q2 		$1.47M Sell
13,741
-26
-0.2% -$2.78K 2.25% 14
2023
Q1 		$1.48M Buy
13,767
+13,503
+5,115% +$1.44M 2.38% 14
2022
Q4 		$27.9K Sell
264
-1,454
-85% -$152K 0.05% 116
2022
Q3 		$176K Buy
1,718
+227
+15% +$24.1K 0.32% 49
2022
Q2 		$159K Sell
1,491
-2,738
-65% -$292K 0.26% 52
2022
Q1 		$464K Buy
4,229
+3,463
+452% +$391K 0.66% 35
2021
Q4 		$89K Hold
766
– – 0.11% 71
2021
Q3 		$89K Sell
766
-73
-9% -$8.56K 0.12% 68
2021
Q2 		$98K Sell
839
-9
-1% -$1.05K 0.13% 60
2021
Q1 		$98K Sell
848
-21
-2% -$2.45K 0.14% 59
2020
Q4 		$102K Sell
869
-25
-3% -$2.9K 0.15% 56
2020
Q3 		$104K Buy
894
+212
+31% +$24.6K 0.18% 47
2020
Q2 		$79K Buy
682
+54
+9% +$6.13K 0.17% 51
2020
Q1 		$71K Sell
628
-1,152
-65% -$132K 0.15% 55
2019
Q4 		$203K Buy
1,780
+209
+13% +$23.8K 0.42% 33
2019
Q3 		$179K Sell
1,571
-366
-19% -$41.8K 0.39% 33
2019
Q2 		$219K Buy
1,937
+1
+0.1% +$112 0.57% 32
2019
Q1 		$215K Buy
1,936
+1,628
+529% +$179K 0.53% 37
2018
Q4 		$34K Sell
308
-460
-60% -$49.5K 0.11% 82
2018
Q3 		$83K Buy
768
+639
+495% +$69.5K 0.26% 53
2018
Q2 		$14K Sell
129
-46
-26% -$4.99K 0.05% 115
2018
Q1 		$19K Buy
175
+1
+0.6% +$109 0.07% 90
2017
Q4 		$19K Buy
174
+1
+0.6% +$111 0.09% 63
2017
Q3 		$19K Buy
+173
New +$19.2K 0.09% 70

Other funds holding MUB

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

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

Macroview Investment Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 2,007 shares — an estimated $214K sold.

Macroview Investment Management first reported a position in MUB in Q3 2017 and held it in 30 quarters. The position peaked at $1.48M in Q1 2023. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • Macroview Investment Management reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Macroview Investment Management sold 2,007 iShares National Muni Bond ETF shares in Q1 2025, an estimated $214K.
  • Macroview Investment Management first reported a position in iShares National Muni Bond ETF in Q3 2017 and held it in 30 quarters.
  • Macroview Investment Management's iShares National Muni Bond ETF position peaked at $1.48M in Q1 2023.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Macroview Investment Management's 13F filing for Q1 2025, filed 29 Apr 2025.