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Appleton Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Appleton Partners’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
Q2 		– Sell
-8,228
Closed -$868K – 254
2025
Q1 		$868K Sell
8,228
-10,237
-55% -$1.09M 0.07% 136
2024
Q4 		$1.97M Buy
18,465
+14,387
+353% +$1.55M 0.15% 108
2024
Q3 		$443K Buy
4,078
+1,703
+72% +$184K 0.03% 189
2024
Q2 		$253K Sell
2,375
-3,538
-60% -$377K 0.02% 235
2024
Q1 		$636K Buy
+5,913
New +$638K 0.05% 166

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Appleton Partners's MUB Position: Q2 2025 in Review

Appleton Partners sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 8,228 shares — an estimated $868K sold.

Appleton Partners first reported a position in MUB in Q1 2024 and held it in 5 quarters. The position peaked at $1.97M in Q4 2024. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Appleton Partners reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Appleton Partners sold 8,228 iShares National Muni Bond ETF shares in Q2 2025, an estimated $868K.
  • Appleton Partners first reported a position in iShares National Muni Bond ETF in Q1 2024 and held it in 5 quarters.
  • Appleton Partners's iShares National Muni Bond ETF position peaked at $1.97M in Q4 2024.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Appleton Partners's 13F filing for Q2 2025, filed 22 Jul 2025.