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Michael A Dubis Financial Planning’s iShares National Muni Bond ETF MUB Stock Holding History

Michael A Dubis Financial Planning’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 		$285K Sell
2,706
-710
-21% -$75.5K 0.28% 38
2024
Q4 		$364K Buy
+3,416
New +$367K 0.35% 34

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
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

Michael A Dubis Financial Planning's MUB Position: Q1 2025 in Review

Michael A Dubis Financial Planning reduced its iShares National Muni Bond ETF (MUB) stake by 21% in Q1 2025, selling an estimated $75.5K and leaving 2,706 shares worth $285K. The position accounts for 0.28% of the portfolio, ranked #38.

Michael A Dubis Financial Planning first reported a position in MUB in Q4 2024 and has held it in 2 quarters since. The position peaked at $364K in Q4 2024. 1,500 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • Michael A Dubis Financial Planning held 2,706 shares of iShares National Muni Bond ETF worth $285K as of Q1 2025.
  • Michael A Dubis Financial Planning sold 710 iShares National Muni Bond ETF shares in Q1 2025, an estimated $75.5K.
  • iShares National Muni Bond ETF made up 0.28% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #38 holding.
  • Michael A Dubis Financial Planning first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's iShares National Muni Bond ETF position peaked at $364K in Q4 2024.
  • 1,500 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.