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

Merriman 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
2024
Q4 		$805K Buy
7,556
+5,137
+212% +$552K 0.03% 96
2024
Q3 		$263K Buy
+2,419
New +$261K 0.01% 188
2023
Q4 		– Sell
-4,772
Closed -$489K – 208
2023
Q3 		$489K Buy
4,772
+1
+0% +$105 0.03% 119
2023
Q2 		$509K Sell
4,771
-5,597
-54% -$598K 0.03% 140
2023
Q1 		$1.12M Hold
10,368
– – 0.06% 85
2022
Q4 		$1.09M Sell
10,368
-11,835
-53% -$1.23M 0.06% 85
2022
Q3 		$2.28M Buy
22,203
+598
+3% +$63.6K 0.15% 41
2022
Q2 		$2.3M Buy
21,605
+17,664
+448% +$1.88M 0.16% 39
2022
Q1 		$432K Buy
3,941
+317
+9% +$35.8K 0.04% 136
2021
Q4 		$421K Sell
3,624
-882
-20% -$102K 0.03% 155
2021
Q3 		$523K Buy
4,506
+882
+24% +$103K 0.04% 135
2021
Q2 		$425K Hold
3,624
– – 0.04% 167
2021
Q1 		$421K Sell
3,624
-17
-0.5% -$1.98K 0.05% 140
2020
Q4 		$427K Buy
3,641
+11
+0.3% +$1.28K 0.05% 153
2020
Q3 		$421K Buy
3,630
+6
+0.2% +$697 0.06% 113
2020
Q2 		$418K Sell
3,624
-629
-15% -$71.4K 0.07% 116
2020
Q1 		$481K Sell
4,253
-5,619
-57% -$641K 0.1% 87
2019
Q4 		$1.13M Sell
9,872
-3,828
-28% -$436K 0.22% 88
2019
Q3 		$1.56M Sell
13,700
-536
-4% -$61.1K 0.32% 64
2019
Q2 		$1.6M Sell
14,236
-99
-0.7% -$11.1K 0.31% 63
2019
Q1 		$1.59M Sell
14,335
-2,371
-14% -$260K 0.3% 65
2018
Q4 		$1.82M Sell
16,706
-4,663
-22% -$502K 0.39% 34
2018
Q3 		$2.31M Buy
21,369
+1,220
+6% +$133K 0.49% 40
2018
Q2 		$2.2M Sell
20,149
-12,259
-38% -$1.33M 0.5% 42
2018
Q1 		$3.53M Buy
+32,408
New +$3.54M 0.93% 25

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 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Merriman Wealth Management's MUB Position: Q4 2024 in Review

Merriman Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 212% in Q4 2024, buying an estimated $552K and bringing the position to 7,556 shares worth $805K. The position accounts for 0.03% of the portfolio, ranked #96.

Merriman Wealth Management first reported a position in MUB in Q1 2018 and has held it in 25 quarters since. The position peaked at $3.53M in Q1 2018. 1,525 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

  • Merriman Wealth Management held 7,556 shares of iShares National Muni Bond ETF worth $805K as of Q4 2024.
  • Merriman Wealth Management bought 5,137 iShares National Muni Bond ETF shares in Q4 2024, an estimated $552K.
  • iShares National Muni Bond ETF made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #96 holding.
  • Merriman Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2018 and has held it in 25 quarters since.
  • Merriman Wealth Management's iShares National Muni Bond ETF position peaked at $3.53M in Q1 2018.
  • 1,525 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.