AllSquare Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $126K | Hold |
1,180
| – | – | 0.07% | 140 |
|
|
2025
Q2 | $123K | Hold |
1,180
| – | – | 0.07% | 140 |
|
|
2025
Q1 | $124K | Hold |
1,180
| – | – | 0.07% | 136 |
|
|
2024
Q4 | $126K | Sell |
1,180
-5
| -0.4% | -$537 | 0.07% | 132 |
|
|
2024
Q3 | $129K | Hold |
1,185
| – | – | 0.07% | 139 |
|
|
2024
Q2 | $126K | Hold |
1,185
| – | – | 0.08% | 133 |
|
|
2024
Q1 | $128K | Sell |
1,185
-100
| -8% | -$10.8K | 0.07% | 136 |
|
|
2023
Q4 | $139K | Hold |
1,285
| – | – | 0.09% | 123 |
|
|
2023
Q3 | $132K | Hold |
1,285
| – | – | 0.09% | 120 |
|
|
2023
Q2 | $137K | Hold |
1,285
| – | – | 0.09% | 120 |
|
|
2023
Q1 | $138K | Hold |
1,285
| – | – | 0.09% | 119 |
|
|
2022
Q4 | $136K | Sell |
1,285
-5
| -0.4% | -$521 | 0.09% | 113 |
|
|
2022
Q3 | $132K | Hold |
1,290
| – | – | 0.1% | 107 |
|
|
2022
Q2 | $137K | Hold |
1,290
| – | – | 0.09% | 109 |
|
|
2022
Q1 | $141K | Hold |
1,290
| – | – | 0.08% | 118 |
|
|
2021
Q4 | $150K | Hold |
1,290
| – | – | 0.09% | 113 |
|
|
2021
Q3 | $150K | Hold |
1,290
| – | – | 0.09% | 116 |
|
|
2021
Q2 | $151K | Hold |
1,290
| – | – | 0.09% | 121 |
|
|
2021
Q1 | $150K | Hold |
1,290
| – | – | 0.09% | 118 |
|
|
2020
Q4 | $151K | Hold |
1,290
| – | – | 0.1% | 107 |
|
|
2020
Q3 | $150K | Sell |
1,290
-80
| -6% | -$9.29K | 0.11% | 95 |
|
|
2020
Q2 | $158K | Hold |
1,370
| – | – | 0.12% | 86 |
|
|
2020
Q1 | $155K | Hold |
1,370
| – | – | 0.13% | 81 |
|
|
2019
Q4 | $156K | Hold |
1,370
| – | – | 0.11% | 99 |
|
|
2019
Q3 | $156K | Hold |
1,370
| – | – | 0.12% | 95 |
|
|
2019
Q2 | $155K | Hold |
1,370
| – | – | 0.12% | 93 |
|
|
2019
Q1 | $152K | Hold |
1,370
| – | – | 0.11% | 95 |
|
|
2018
Q4 | $149K | Buy |
1,370
+66
| +5% | +$7.1K | 0.12% | 87 |
|
|
2018
Q3 | $141K | Hold |
1,304
| – | – | 0.11% | 98 |
|
|
2018
Q2 | $142K | Hold |
1,304
| – | – | 0.11% | 100 |
|
|
2018
Q1 | $142K | Hold |
1,304
| – | – | 0.11% | 89 |
|
|
2017
Q4 | $144K | Sell |
1,304
-5
| -0.4% | -$553 | 0.11% | 85 |
|
|
2017
Q3 | $145K | Buy |
+1,309
| New | +$145K | 0.12% | 82 |
|
|
2017
Q2 | – | Sell |
-1,309
| Closed | -$143K | – | 313 |
|
|
2017
Q1 | $143K | Hold |
1,309
| – | – | 0.13% | 77 |
|
|
2016
Q4 | $142K | Hold |
1,309
| – | – | 0.13% | 78 |
|
|
2016
Q3 | $148K | Hold |
1,309
| – | – | 0.14% | 64 |
|
|
2016
Q2 | $149K | Sell |
1,309
-45
| -3% | -$5.06K | 0.15% | 60 |
|
|
2016
Q1 | $151K | Sell |
1,354
-397
| -23% | -$44.2K | 0.15% | 58 |
|
|
2015
Q4 | $194K | Hold |
1,751
| – | – | 0.2% | 52 |
|
|
2015
Q3 | $192K | Hold |
1,751
| – | – | 0.2% | 50 |
|
|
2015
Q2 | $189K | Buy |
1,751
+31
| +2% | +$3.38K | 0.18% | 54 |
|
|
2015
Q1 | $190K | Hold |
1,720
| – | – | 0.18% | 53 |
|
|
2014
Q4 | $190K | Buy |
+1,720
| New | +$189K | 0.19% | 52 |
|
Other funds holding MUB
AllSquare Wealth Management's MUB Position: Q3 2025 in Review
AllSquare Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q3 2025 at 1,180 shares worth $126K. The position accounts for 0.07% of the portfolio, ranked #140.
AllSquare Wealth Management first reported a position in MUB in Q4 2014 and has held it in 43 quarters since. The position peaked at $194K in Q4 2015. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.
- AllSquare Wealth Management held 1,180 shares of iShares National Muni Bond ETF worth $126K as of Q3 2025.
- AllSquare Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q3 2025.
- iShares National Muni Bond ETF made up 0.07% of AllSquare Wealth Management's portfolio in Q3 2025, its #140 holding.
- AllSquare Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2014 and has held it in 43 quarters since.
- AllSquare Wealth Management's iShares National Muni Bond ETF position peaked at $194K in Q4 2015.
- 1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.