TFC Financial Management’s iShares National Muni Bond ETF MUB Stock Holding History

TFC Financial 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	-8,268	Closed	-$881K	–	1017
2024 Q4	$881K	Buy	+8,268	New	+$888K	0.14%	49
2024 Q1	–	Sell	-181	Closed	-$19.6K	–	914
2023 Q4	$19.6K	Sell	181 -181	-50%	-$18.9K	﹤0.01%	290
2023 Q3	$37.1K	Buy	+362	New	+$38.2K	0.01%	243
2023 Q2	–	Sell	-652	Closed	-$70.2K	–	713
2023 Q1	$70.2K	Sell	652 -6,466	-91%	-$691K	0.02%	194
2022 Q4	$751K	Sell	7,118 -2,703	-28%	-$282K	0.22%	34
2022 Q3	$1.01M	Buy	9,821 +4,576	+87%	+$486K	0.32%	26
2022 Q2	$558K	Buy	5,245 +5,124	+4,235%	+$547K	0.17%	47
2022 Q1	$13K	Hold	121	–	–	﹤0.01%	293
2021 Q4	$14K	Hold	121	–	–	﹤0.01%	309
2021 Q3	$14K	Hold	121	–	–	﹤0.01%	308
2021 Q2	$14K	Hold	121	–	–	﹤0.01%	296
2021 Q1	$14K	Sell	121 -7	-5%	-$816	0.01%	289
2020 Q4	$15K	Buy	128 +7	+6%	+$813	0.01%	280
2020 Q3	$14K	Buy	+121	New	+$14.1K	0.01%	266

Other funds holding MUB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

TFC Financial Management's MUB Position: Q1 2025 in Review

TFC Financial Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 8,268 shares — an estimated $881K sold.

TFC Financial Management first reported a position in MUB in Q3 2020 and held it in 14 quarters. The position peaked at $1.01M in Q3 2022. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

TFC Financial Management reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
TFC Financial Management sold 8,268 iShares National Muni Bond ETF shares in Q1 2025, an estimated $881K.
TFC Financial Management first reported a position in iShares National Muni Bond ETF in Q3 2020 and held it in 14 quarters.
TFC Financial Management's iShares National Muni Bond ETF position peaked at $1.01M in Q3 2022.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on TFC Financial Management's 13F filing for Q1 2025, filed 24 Apr 2025.