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

Activest 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 Q4	–	Sell	-42	Closed	-$4.47K	–	1253
2025 Q3	$4.47K	Buy	+42	New	+$4.39K	﹤0.01%	661
2024 Q4	–	Sell	-16	Closed	-$1.72K	–	923
2024 Q3	$1.71K	Hold	16	–	–	﹤0.01%	439
2024 Q2	$1.66K	Buy	16 +1	+7%	+$107	﹤0.01%	412
2024 Q1	$1.67K	Hold	15	–	–	﹤0.01%	311
2023 Q4	$1.67K	Hold	15	–	–	﹤0.01%	274
2023 Q3	$1.56K	Buy	+15	New	+$1.58K	﹤0.01%	282

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Activest Wealth Management's MUB Position: Q4 2025 in Review

Activest Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 42 shares — an estimated $4.47K sold.

Activest Wealth Management first reported a position in MUB in Q3 2023 and held it in 6 quarters. The position peaked at $4.47K in Q3 2025. 1,629 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

Activest Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Activest Wealth Management sold 42 iShares National Muni Bond ETF shares in Q4 2025, an estimated $4.47K.
Activest Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2023 and held it in 6 quarters.
Activest Wealth Management's iShares National Muni Bond ETF position peaked at $4.47K in Q3 2025.
1,629 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Activest Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.