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Binnacle Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Binnacle Investments’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 		$380K Sell
3,569
-103
-3% -$10.8K 0.22% 40
2025
Q2 		$384K Sell
3,672
-623
-15% -$64.8K 0.25% 36
2025
Q1 		$453K Buy
+4,295
New +$457K 0.33% 29

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 $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Binnacle Investments's MUB Position: Q3 2025 in Review

Binnacle Investments reduced its iShares National Muni Bond ETF (MUB) stake by 2.8% in Q3 2025, selling an estimated $10.8K and leaving 3,569 shares worth $380K. The position accounts for 0.22% of the portfolio, ranked #40.

Binnacle Investments first reported a position in MUB in Q1 2025 and has held it in 3 quarters since. The position peaked at $453K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Binnacle Investments held 3,569 shares of iShares National Muni Bond ETF worth $380K as of Q3 2025.
  • Binnacle Investments sold 103 iShares National Muni Bond ETF shares in Q3 2025, an estimated $10.8K.
  • iShares National Muni Bond ETF made up 0.22% of Binnacle Investments's portfolio in Q3 2025, its #40 holding.
  • Binnacle Investments first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • Binnacle Investments's iShares National Muni Bond ETF position peaked at $453K in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.