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Steve Schonfeld’s iShares National Muni Bond ETF MUB Stock Holding History

Steve Schonfeld’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
-43,287
Closed -$4.61M – 2394
2024
Q4 		$4.61M Sell
43,287
-45,560
-51% -$4.89M 0.03% 524
2024
Q3 		$9.65M Buy
+88,847
New +$9.57M 0.06% 310
2024
Q1 		– Sell
-20,625
Closed -$2.24M – 2283
2023
Q4 		$2.24M Buy
+20,625
New +$2.16M 0.01% 765
2023
Q2 		– Sell
-21,337
Closed -$2.3M – 2373
2023
Q1 		$2.3M Buy
+21,337
New +$2.28M 0.02% 652

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steve Schonfeld's MUB Position: Q1 2025 in Review

Steve Schonfeld sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 43,287 shares — an estimated $4.61M sold.

Steve Schonfeld first reported a position in MUB in Q1 2023 and held it in 4 quarters. The position peaked at $9.65M in Q3 2024. 1,499 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • Steve Schonfeld reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Steve Schonfeld sold 43,287 iShares National Muni Bond ETF shares in Q1 2025, an estimated $4.61M.
  • Steve Schonfeld first reported a position in iShares National Muni Bond ETF in Q1 2023 and held it in 4 quarters.
  • Steve Schonfeld's iShares National Muni Bond ETF position peaked at $9.65M in Q3 2024.
  • 1,499 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2025, filed 15 May 2025.