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 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

25 LLC's MUB Position: Q2 2026 in Review

25 LLC increased its iShares National Muni Bond ETF (MUB) stake by 10% in Q2 2026, buying an estimated $849K and bringing the position to 84,806 shares worth $9.13M. The position accounts for 2.5% of the portfolio, ranked #13.

25 LLC first reported a position in MUB in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.9M in Q3 2024. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

25 LLC held 84,806 shares of iShares National Muni Bond ETF worth $9.13M as of Q2 2026.
25 LLC bought 7,936 iShares National Muni Bond ETF shares in Q2 2026, an estimated $849K.
iShares National Muni Bond ETF made up 2.5% of 25 LLC's portfolio in Q2 2026, its #13 holding.
25 LLC first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
25 LLC's iShares National Muni Bond ETF position peaked at $10.9M in Q3 2024.
855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on 25 LLC's 13F filing for Q2 2026, filed 28 Jul 2026.