Annis Gardner Whiting Capital Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-425	Closed	-$44.4K	–	1352
2025 Q2	$44.4K	Hold	425	–	–	0.02%	440
2025 Q1	$44.8K	Hold	425	–	–	0.02%	363
2024 Q4	$45.3K	Hold	425	–	–	0.01%	355
2024 Q3	$46.2K	Hold	425	–	–	0.01%	374
2024 Q2	$45.3K	Hold	425	–	–	0.01%	417
2024 Q1	$45.7K	Hold	425	–	–	0.02%	396
2023 Q4	$46.1K	Buy	+425	New	+$44.4K	0.02%	311

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 22.9% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Annis Gardner Whiting Capital Advisors's MUB Position: Q3 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 425 shares — an estimated $44.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in MUB in Q4 2023 and held it in 7 quarters. The position peaked at $46.2K in Q3 2024. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Annis Gardner Whiting Capital Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 425 iShares National Muni Bond ETF shares in Q3 2025, an estimated $44.4K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 7 quarters.
Annis Gardner Whiting Capital Advisors's iShares National Muni Bond ETF position peaked at $46.2K in Q3 2024.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.