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

Oakwell Private 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
-71,164
Closed -$7.58M – 73
2024
Q4 		$7.58M Sell
71,164
-917
-1% -$98.5K 2.13% 10
2024
Q3 		$7.83M Sell
72,081
-2,457
-3% -$265K 2.25% 9
2024
Q2 		$7.94M Buy
74,538
+3
+0% +$320 2.24% 9
2024
Q1 		$8.02M Buy
74,535
+2,081
+3% +$225K 2.44% 9
2023
Q4 		$7.85M Sell
72,454
-704
-1% -$73.6K 2.75% 8
2023
Q3 		$7.5M Sell
73,158
-21,770
-23% -$2.3M 3.18% 7
2023
Q2 		$10.1M Sell
94,928
-3,098
-3% -$331K 4.24% 6
2023
Q1 		$10.6M Sell
98,026
-19,043
-16% -$2.03M 4.81% 6
2022
Q4 		$12.4M Buy
117,069
+38,838
+50% +$4.05M 5.9% 4
2022
Q3 		$8.03M Buy
78,231
+54,237
+226% +$5.77M 4.44% 6
2022
Q2 		$2.55M Sell
23,994
-4,091
-15% -$437K 1.46% 15
2022
Q1 		$3.08M Buy
28,085
+1,019
+4% +$115K 1.55% 14
2021
Q4 		$3.15M Sell
27,066
-1,295
-5% -$150K 1.57% 15
2021
Q3 		$3.29M Sell
28,361
-5,403
-16% -$633K 1.78% 13
2021
Q2 		$3.96M Sell
33,764
-12,971
-28% -$1.52M 2.54% 10
2021
Q1 		$5.42M Buy
46,735
+10,666
+30% +$1.24M 3.84% 8
2020
Q4 		$4.23M Buy
+36,069
New +$4.19M 3.32% 9

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

Oakwell Private Wealth Management's MUB Position: Q1 2025 in Review

Oakwell Private Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 71,164 shares — an estimated $7.58M sold.

Oakwell Private Wealth Management first reported a position in MUB in Q4 2020 and held it in 17 quarters. The position peaked at $12.4M in Q4 2022. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • Oakwell Private Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 71,164 iShares National Muni Bond ETF shares in Q1 2025, an estimated $7.58M.
  • Oakwell Private Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 17 quarters.
  • Oakwell Private Wealth Management's iShares National Muni Bond ETF position peaked at $12.4M in Q4 2022.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.