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

Schechter Investment 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 		$3.73M Buy
35,410
+727
+2% +$77.3K 0.31% 66
2024
Q4 		$3.7M Buy
34,683
+6,438
+23% +$692K 0.28% 73
2024
Q3 		$3.07M Buy
28,245
+7,103
+34% +$765K 0.23% 85
2024
Q2 		$2.25M Buy
21,142
+9,217
+77% +$982K 0.17% 104
2024
Q1 		$1.28M Buy
11,925
+1,429
+14% +$154K 0.1% 197
2023
Q4 		$1.14M Buy
10,496
+74
+0.7% +$7.73K 0.1% 207
2023
Q3 		$1.07M Sell
10,422
-14,553
-58% -$1.54M 0.1% 210
2023
Q2 		$2.67M Buy
24,975
+46
+0.2% +$4.92K 0.24% 78
2023
Q1 		$2.69M Sell
24,929
-207,331
-89% -$22.2M 0.25% 76
2022
Q4 		$24.5M Buy
232,260
+208,011
+858% +$21.7M 2.24% 4
2022
Q3 		$2.49M Sell
24,249
-4,684
-16% -$498K 0.25% 67
2022
Q2 		$3.08M Sell
28,933
-7,710
-21% -$823K 0.3% 48
2022
Q1 		$4.02M Sell
36,643
-41,463
-53% -$4.68M 0.37% 37
2021
Q4 		$9.08M Buy
+78,106
New +$9.07M 0.82% 13

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

Schechter Investment Advisors's MUB Position: Q1 2025 in Review

Schechter Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 2.1% in Q1 2025, buying an estimated $77.3K and bringing the position to 35,410 shares worth $3.73M. The position accounts for 0.31% of the portfolio, ranked #66.

Schechter Investment Advisors first reported a position in MUB in Q4 2021 and has held it in 14 quarters since. The position peaked at $24.5M in Q4 2022. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • Schechter Investment Advisors held 35,410 shares of iShares National Muni Bond ETF worth $3.73M as of Q1 2025.
  • Schechter Investment Advisors bought 727 iShares National Muni Bond ETF shares in Q1 2025, an estimated $77.3K.
  • iShares National Muni Bond ETF made up 0.31% of Schechter Investment Advisors's portfolio in Q1 2025, its #66 holding.
  • Schechter Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's iShares National Muni Bond ETF position peaked at $24.5M in Q4 2022.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.