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

TME Financial’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	-3,015	Closed	-$327K	–	75
2024 Q4	$327K	Buy	+3,015	New	+$324K	0.31%	54

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TME Financial's MUB Position: Q1 2025 in Review

TME Financial sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 3,015 shares — an estimated $327K sold.

TME Financial first reported a position in MUB in Q4 2024 and held it in 1 quarter. The position peaked at $327K in Q4 2024. 1,502 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

TME Financial reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
TME Financial sold 3,015 iShares National Muni Bond ETF shares in Q1 2025, an estimated $327K.
TME Financial first reported a position in iShares National Muni Bond ETF in Q4 2024 and held it in 1 quarter.
TME Financial's iShares National Muni Bond ETF position peaked at $327K in Q4 2024.
1,502 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on TME Financial's 13F filing for Q1 2025, filed 14 May 2025.