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Beacon Harbor Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Beacon Harbor Wealth 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
Q4 		– Sell
-3,161
Closed -$337K – 77
2025
Q3 		$337K Buy
+3,161
New +$331K 0.08% 61
2025
Q1 		– Sell
-2,208
Closed -$235K – 89
2024
Q4 		$235K Sell
2,208
-40
-2% -$4.3K 0.05% 71
2024
Q3 		$244K Hold
2,248
– – 0.06% 64
2024
Q2 		$240K Hold
2,248
– – 0.06% 64
2024
Q1 		$242K Buy
2,248
+27
+1% +$2.91K 0.06% 65
2023
Q4 		$241K Hold
2,221
– – 0.07% 69
2023
Q3 		$228K Hold
2,221
– – 0.08% 64
2023
Q2 		$237K Sell
2,221
-200
-8% -$21.4K 0.08% 59
2023
Q1 		$261K Sell
2,421
-196
-7% -$20.9K 0.09% 60
2022
Q4 		$276K Buy
+2,617
New +$273K 0.09% 68
2022
Q2 		$361K Sell
3,395
-116
-3% -$12.4K 0.13% 63
2022
Q1 		$385K Buy
3,511
+23
+0.7% +$2.6K 0.13% 60
2021
Q4 		$406K Buy
3,488
+384
+12% +$44.6K 0.13% 60
2021
Q3 		$361K Buy
3,104
+275
+10% +$32.2K 0.13% 61
2021
Q2 		$332K Sell
2,829
-70
-2% -$8.18K 0.12% 62
2021
Q1 		$336K Hold
2,899
– – 0.13% 59
2020
Q4 		$340K Buy
2,899
+90
+3% +$10.5K 0.14% 61
2020
Q3 		$326K Buy
2,809
+741
+36% +$86.1K 0.16% 41
2020
Q2 		$239K Hold
2,068
– – 0.14% 42
2020
Q1 		$234K Hold
2,068
– – 0.18% 41
2019
Q4 		$236K Hold
2,068
– – 0.14% 50
2019
Q3 		$236K Hold
2,068
– – 0.15% 52
2019
Q2 		$234K Buy
+2,068
New +$232K 0.21% 40

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Beacon Harbor Wealth Advisors's MUB Position: Q4 2025 in Review

Beacon Harbor Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 3,161 shares — an estimated $337K sold.

Beacon Harbor Wealth Advisors first reported a position in MUB in Q2 2019 and held it in 23 quarters. The position peaked at $406K in Q4 2021. 1,628 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • Beacon Harbor Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 3,161 iShares National Muni Bond ETF shares in Q4 2025, an estimated $337K.
  • Beacon Harbor Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2019 and held it in 23 quarters.
  • Beacon Harbor Wealth Advisors's iShares National Muni Bond ETF position peaked at $406K in Q4 2021.
  • 1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.