PSI Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

PSI Advisors’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	-253	Closed	-$26.9K	–	868
2024 Q4	$26.9K	Buy	253 +3	+1%	+$322	0.01%	367
2024 Q3	$27.1K	Buy	250 +1	+0.4%	+$108	0.01%	365
2024 Q2	$26.4K	Buy	249 +3	+1%	+$320	0.01%	351
2024 Q1	$26.5K	Hold	246	–	–	0.01%	342
2023 Q4	$26.6K	Buy	246 +3	+1%	+$314	0.01%	359
2023 Q3	$24.9K	Buy	243 +2	+0.8%	+$211	0.01%	349
2023 Q2	$25.7K	Buy	241 +1	+0.4%	+$107	0.01%	347
2023 Q1	$25.9K	Hold	240	–	–	0.01%	306
2022 Q4	$25.3K	Buy	240 +2	+0.8%	+$208	0.01%	291
2022 Q3	$24K	Buy	238 +2	+0.8%	+$213	0.01%	310
2022 Q2	$25K	Buy	236 +1	+0.4%	+$107	0.01%	328
2022 Q1	$26K	Hold	235	–	–	0.01%	336
2021 Q4	$27K	Buy	235 +2	+0.9%	+$232	0.01%	349
2021 Q3	$27K	Buy	+233	New	+$27.3K	0.01%	349
2020 Q1	–	Sell	-375	Closed	-$42K	–	403
2019 Q4	$42K	Buy	+375	New	+$42.7K	0.03%	280

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PSI Advisors's MUB Position: Q1 2025 in Review

PSI Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 253 shares — an estimated $26.9K sold.

PSI Advisors first reported a position in MUB in Q4 2019 and held it in 15 quarters. The position peaked at $42K in Q4 2019. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

PSI Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 253 iShares National Muni Bond ETF shares in Q1 2025, an estimated $26.9K.
PSI Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 15 quarters.
PSI Advisors's iShares National Muni Bond ETF position peaked at $42K in Q4 2019.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.