BCM
MUB icon

Blume Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Blume Capital 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
Q4 		– Sell
-10
Closed -$1.06K – 354
2025
Q3 		$1.06K Buy
+10
New +$1.05K ﹤0.01% 329
2023
Q4 		– Sell
-1,980
Closed -$203K – 320
2023
Q3 		$203K Buy
+1,980
New +$209K 0.06% 90

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 $147B AUM 18.73% 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 $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Blume Capital Management's MUB Position: Q4 2025 in Review

Blume Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 10 shares — an estimated $1.06K sold.

Blume Capital Management first reported a position in MUB in Q3 2023 and held it in 2 quarters. The position peaked at $203K in Q3 2023. 1,628 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • Blume Capital Management reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Blume Capital Management sold 10 iShares National Muni Bond ETF shares in Q4 2025, an estimated $1.06K.
  • Blume Capital Management first reported a position in iShares National Muni Bond ETF in Q3 2023 and held it in 2 quarters.
  • Blume Capital Management's iShares National Muni Bond ETF position peaked at $203K in Q3 2023.
  • 1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Blume Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.