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

Mascoma 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
Q1 		– Sell
-91
Closed -$9.7K – 524
2024
Q4 		$9.7K Buy
+91
New +$9.78K ﹤0.01% 353
2017
Q4 		– Sell
-27
Closed -$3K – 398
2017
Q3 		$3K Hold
27
– – ﹤0.01% 349
2017
Q2 		$3K Buy
+27
New +$2.97K ﹤0.01% 355
2017
Q1 		– Sell
-115
Closed -$12K – 372
2016
Q4 		$12K Buy
+115
New +$12.6K 0.01% 253

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mascoma Wealth Management's MUB Position: Q1 2025 in Review

Mascoma Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 91 shares — an estimated $9.7K sold.

Mascoma Wealth Management first reported a position in MUB in Q4 2016 and held it in 4 quarters. The position peaked at $12K in Q4 2016. 1,502 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • Mascoma Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 91 iShares National Muni Bond ETF shares in Q1 2025, an estimated $9.7K.
  • Mascoma Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2016 and held it in 4 quarters.
  • Mascoma Wealth Management's iShares National Muni Bond ETF position peaked at $12K in Q4 2016.
  • 1,502 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.