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

Accredited Wealth Management’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
Q3 		$68.2K Sell
144
-447
-76% -$46.8K 0.05% 123
2025
Q2 		$61.7K Sell
591
-348
-37% -$36.2K 0.05% 125
2025
Q1 		$99K Buy
939
+2
+0.2% +$213 0.08% 89
2024
Q4 		$99.9K Buy
+937
New +$101K 0.09% 99

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accredited Wealth Management's MUB Position: Q3 2025 in Review

Accredited Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 76% in Q3 2025, selling an estimated $46.8K and leaving 144 shares worth $68.2K. The position accounts for 0.05% of the portfolio, ranked #123.

Accredited Wealth Management first reported a position in MUB in Q4 2024 and has held it in 4 quarters since. The position peaked at $99.9K in Q4 2024. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Accredited Wealth Management held 144 shares of iShares National Muni Bond ETF worth $68.2K as of Q3 2025.
  • Accredited Wealth Management sold 447 iShares National Muni Bond ETF shares in Q3 2025, an estimated $46.8K.
  • iShares National Muni Bond ETF made up 0.05% of Accredited Wealth Management's portfolio in Q3 2025, its #123 holding.
  • Accredited Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's iShares National Muni Bond ETF position peaked at $99.9K in Q4 2024.
  • 1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.