Spectrum Wealth Counsel’s iShares National Muni Bond ETF MUB Stock Holding History

Spectrum Wealth Counsel’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	$1.36M	Sell	12,863 -400	-3%	-$42.5K	0.16%	69
2024 Q4	$1.41M	Buy	13,263 +265	+2%	+$28.5K	0.17%	72
2024 Q3	$1.41M	Buy	12,998 +126	+1%	+$13.6K	0.17%	72
2024 Q2	$1.37M	Buy	12,872 +1,280	+11%	+$136K	0.17%	68
2024 Q1	$1.25M	Buy	11,592 +185	+2%	+$20K	0.15%	80
2023 Q4	$1.24M	Buy	+11,407	New	+$1.19M	0.17%	77

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

Spectrum Wealth Counsel's MUB Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares National Muni Bond ETF (MUB) stake by 3% in Q1 2025, selling an estimated $42.5K and leaving 12,863 shares worth $1.36M. The position accounts for 0.16% of the portfolio, ranked #69.

Spectrum Wealth Counsel first reported a position in MUB in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.41M in Q4 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Spectrum Wealth Counsel held 12,863 shares of iShares National Muni Bond ETF worth $1.36M as of Q1 2025.
Spectrum Wealth Counsel sold 400 iShares National Muni Bond ETF shares in Q1 2025, an estimated $42.5K.
iShares National Muni Bond ETF made up 0.16% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #69 holding.
Spectrum Wealth Counsel first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 6 quarters since.
Spectrum Wealth Counsel's iShares National Muni Bond ETF position peaked at $1.41M in Q4 2024.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.