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TrueWealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

TrueWealth Advisors’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
-1,923
Closed -$205K – 231
2024
Q4 		$205K Sell
1,923
-41
-2% -$4.41K 0.07% 218
2024
Q3 		$213K Buy
1,964
+10
+0.5% +$1.08K 0.07% 216
2024
Q2 		$208K Buy
+1,954
New +$208K 0.08% 212

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrueWealth Advisors's MUB Position: Q1 2025 in Review

TrueWealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 1,923 shares — an estimated $205K sold.

TrueWealth Advisors first reported a position in MUB in Q2 2024 and held it in 3 quarters. The position peaked at $213K in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

  • TrueWealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • TrueWealth Advisors sold 1,923 iShares National Muni Bond ETF shares in Q1 2025, an estimated $205K.
  • TrueWealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2024 and held it in 3 quarters.
  • TrueWealth Advisors's iShares National Muni Bond ETF position peaked at $213K in Q3 2024.
  • 1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on TrueWealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.