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

Atticus 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	–	Sell	-12	Closed	-$1.25K	–	471
2025 Q2	$1.25K	Hold	12	–	–	﹤0.01%	589
2025 Q1	$1.27K	Hold	12	–	–	﹤0.01%	464
2024 Q4	$1.28K	Hold	12	–	–	﹤0.01%	483
2024 Q3	$1.3K	Hold	12	–	–	﹤0.01%	474
2024 Q2	$1.28K	Hold	12	–	–	﹤0.01%	481
2024 Q1	$1.29K	Hold	12	–	–	﹤0.01%	498
2023 Q4	$1.3K	Sell	12 -481	-98%	-$50.3K	﹤0.01%	504
2023 Q3	$50.6K	Buy	+493	New	+$52K	0.02%	244

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

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

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

Atticus Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 12 shares — an estimated $1.25K sold.

Atticus Wealth Management first reported a position in MUB in Q3 2023 and held it in 8 quarters. The position peaked at $50.6K in Q3 2023. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Atticus Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 12 iShares National Muni Bond ETF shares in Q3 2025, an estimated $1.25K.
Atticus Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2023 and held it in 8 quarters.
Atticus Wealth Management's iShares National Muni Bond ETF position peaked at $50.6K in Q3 2023.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.