25 LLC
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25 LLC’s iShares National Muni Bond ETF MUB Stock Holding History

25 LLC’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
2026
Q3 		$9.8M Buy
96,468
+11,662
+14% +$1.22M 2.66% 12
2026
Q2 		$9.13M Buy
84,806
+7,936
+10% +$849K 2.5% 13
2026
Q1 		$8.16M Buy
76,870
+6,185
+9% +$665K 2.52% 12
2025
Q4 		$7.57M Sell
70,685
-27,115
-28% -$2.9M 2.4% 12
2025
Q3 		$10.4M Sell
97,800
-4,848
-5% -$507K 3.55% 9
2025
Q2 		$10.7M Buy
102,648
+3,644
+4% +$379K 3.94% 9
2025
Q1 		$10.4M Buy
99,004
+3,436
+4% +$365K 4.32% 9
2024
Q4 		$10.2M Sell
95,568
-4,845
-5% -$521K 4.31% 9
2024
Q3 		$10.9M Buy
100,413
+6,509
+7% +$701K 4.73% 9
2024
Q2 		$10M Buy
93,904
+5,850
+7% +$623K 4.75% 9
2024
Q1 		$9.47M Buy
88,054
+7,808
+10% +$843K 4.64% 9
2023
Q4 		$8.7M Buy
80,246
+6,206
+8% +$649K 4.48% 9
2023
Q3 		$7.59M Buy
74,040
+4,865
+7% +$513K 4.63% 8
2023
Q2 		$7.4M Buy
69,175
+9,433
+16% +$1.01M 4.1% 9
2023
Q1 		$6.4M Buy
+59,742
New +$6.38M 3.96% 8

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

25 LLC's MUB Position: Q3 2026 in Review

25 LLC increased its iShares National Muni Bond ETF (MUB) stake by 14% in Q3 2026, buying an estimated $1.22M and bringing the position to 96,468 shares worth $9.8M. The position accounts for 2.66% of the portfolio, ranked #12.

25 LLC first reported a position in MUB in Q1 2023 and has held it in 15 quarters since. The position peaked at $10.9M in Q3 2024. 892 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • 25 LLC held 96,468 shares of iShares National Muni Bond ETF worth $9.8M as of Q3 2026.
  • 25 LLC bought 11,662 iShares National Muni Bond ETF shares in Q3 2026, an estimated $1.22M.
  • iShares National Muni Bond ETF made up 2.66% of 25 LLC's portfolio in Q3 2026, its #12 holding.
  • 25 LLC first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 15 quarters since.
  • 25 LLC's iShares National Muni Bond ETF position peaked at $10.9M in Q3 2024.
  • 892 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on 25 LLC's 13F filing for Q3 2026, filed 13 Oct 2026.