Berkshire Asset 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
Q4 | – | Sell |
-6,572
| Closed | -$700K | – | 288 |
|
|
2025
Q3 | $700K | Sell |
6,572
-1,300
| -17% | -$136K | 0.03% | 165 |
|
|
2025
Q2 | $822K | Hold |
7,872
| – | – | 0.04% | 151 |
|
|
2025
Q1 | $820K | Hold |
7,872
| – | – | 0.04% | 153 |
|
|
2024
Q4 | $837K | Hold |
7,872
| – | – | 0.04% | 153 |
|
|
2024
Q3 | $839K | Hold |
7,872
| – | – | 0.04% | 146 |
|
|
2024
Q2 | $839K | Buy |
+7,872
| New | +$838K | 0.04% | 147 |
|
|
2019
Q4 | – | Sell |
-3,750
| Closed | -$428K | – | 210 |
|
|
2019
Q3 | $428K | Buy |
+3,750
| New | +$428K | 0.04% | 148 |
|
|
2019
Q2 | – | Sell |
-3,750
| Closed | -$417K | – | 219 |
|
|
2019
Q1 | $417K | Hold |
3,750
| – | – | 0.04% | 156 |
|
|
2018
Q4 | $409K | Hold |
3,750
| – | – | 0.04% | 151 |
|
|
2018
Q3 | $405K | Hold |
3,750
| – | – | 0.03% | 160 |
|
|
2018
Q2 | $409K | Hold |
3,750
| – | – | 0.04% | 150 |
|
|
2018
Q1 | $408K | Sell |
3,750
-157
| -4% | -$17.1K | 0.04% | 147 |
|
|
2017
Q4 | $433K | Hold |
3,907
| – | – | 0.04% | 148 |
|
|
2017
Q3 | $433K | Hold |
3,907
| – | – | 0.05% | 135 |
|
|
2017
Q2 | $430K | Hold |
3,907
| – | – | 0.05% | 134 |
|
|
2017
Q1 | $426K | Buy |
3,907
+157
| +4% | +$17K | 0.05% | 133 |
|
|
2016
Q4 | $406K | Buy |
3,750
+500
| +15% | +$54.8K | 0.05% | 130 |
|
|
2016
Q3 | $366K | Hold |
3,250
| – | – | 0.05% | 138 |
|
|
2016
Q2 | $370K | Hold |
3,250
| – | – | 0.06% | 134 |
|
|
2016
Q1 | $363K | Hold |
3,250
| – | – | 0.06% | 120 |
|
|
2015
Q4 | $360K | Hold |
3,250
| – | – | 0.06% | 117 |
|
|
2015
Q3 | $356K | Hold |
3,250
| – | – | 0.06% | 115 |
|
|
2015
Q2 | $352K | Hold |
3,250
| – | – | 0.06% | 124 |
|
|
2015
Q1 | $359K | Hold |
3,250
| – | – | 0.06% | 125 |
|
|
2014
Q4 | $359K | Sell |
3,250
-500
| -13% | -$55K | 0.06% | 125 |
|
|
2014
Q3 | $411K | Hold |
3,750
| – | – | 0.08% | 117 |
|
|
2014
Q2 | $407K | Hold |
3,750
| – | – | 0.08% | 115 |
|
|
2014
Q1 | $401K | Hold |
3,750
| – | – | 0.08% | 106 |
|
|
2013
Q4 | $389K | Sell |
3,750
-1,820
| -33% | -$190K | 0.07% | 121 |
|
|
2013
Q3 | $582K | Sell |
5,570
-830
| -13% | -$85.7K | 0.14% | 92 |
|
|
2013
Q2 | $672K | Buy |
+6,400
| New | +$700K | 0.19% | 81 |
|
Other funds holding MUB
Berkshire Asset Management's MUB Position: Q4 2025 in Review
Berkshire Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 6,572 shares — an estimated $700K sold.
Berkshire Asset Management first reported a position in MUB in Q2 2013 and held it in 31 quarters. The position peaked at $839K in Q3 2024. 1,631 funds tracked by Wall St. Rank hold MUB as of Q4 2025.
- Berkshire Asset Management reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
- Berkshire Asset Management sold 6,572 iShares National Muni Bond ETF shares in Q4 2025, an estimated $700K.
- Berkshire Asset Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 31 quarters.
- Berkshire Asset Management's iShares National Muni Bond ETF position peaked at $839K in Q3 2024.
- 1,631 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.
Based on Berkshire Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.