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Monterey Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Monterey Private Wealth’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 		$513K Buy
4,865
+6
+0.1% +$638 0.15% 63
2024
Q4 		$518K Buy
+4,859
New +$522K 0.17% 59

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

Monterey Private Wealth's MUB Position: Q1 2025 in Review

Monterey Private Wealth increased its iShares National Muni Bond ETF (MUB) stake by 0.12% in Q1 2025, buying an estimated $638 and bringing the position to 4,865 shares worth $513K. The position accounts for 0.15% of the portfolio, ranked #63.

Monterey Private Wealth first reported a position in MUB in Q4 2024 and has held it in 2 quarters since. The position peaked at $518K in Q4 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • Monterey Private Wealth held 4,865 shares of iShares National Muni Bond ETF worth $513K as of Q1 2025.
  • Monterey Private Wealth bought 6 iShares National Muni Bond ETF shares in Q1 2025, an estimated $638.
  • iShares National Muni Bond ETF made up 0.15% of Monterey Private Wealth's portfolio in Q1 2025, its #63 holding.
  • Monterey Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • Monterey Private Wealth's iShares National Muni Bond ETF position peaked at $518K in Q4 2024.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.