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

Transform Wealth’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	$1.02M	Buy	+9,635	New	+$1.02M	0.06%	138
2023 Q2	–	Sell	-58,911	Closed	-$6.35M	–	273
2023 Q1	$6.35M	Buy	+58,911	New	+$6.29M	0.6%	59
2022 Q3	–	Sell	-2,039	Closed	-$217K	–	197
2022 Q2	$217K	Sell	2,039 -1,538	-43%	-$164K	0.03%	186
2022 Q1	$392K	Buy	3,577 +1,443	+68%	+$163K	0.04%	174
2021 Q4	$248K	Buy	+2,134	New	+$248K	0.03%	202

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

Transform Wealth's MUB Position: Q1 2025 in Review

Transform Wealth opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2025: 9,635 shares worth $1.02M. The stake represents 0.06% of the portfolio and ranks #138 among its holdings. This is a return to the name: Transform Wealth previously reported a position in MUB as recently as Q1 2023.

Transform Wealth first reported a position in MUB in Q4 2021 and has held it in 5 quarters since. The position peaked at $6.35M in Q1 2023. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Transform Wealth held 9,635 shares of iShares National Muni Bond ETF worth $1.02M as of Q1 2025.
iShares National Muni Bond ETF was a new Transform Wealth position in Q1 2025.
iShares National Muni Bond ETF made up 0.06% of Transform Wealth's portfolio in Q1 2025, its #138 holding.
Transform Wealth first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 5 quarters since.
Transform Wealth's iShares National Muni Bond ETF position peaked at $6.35M in Q1 2023.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.