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

Bordeaux 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
Q2 		$954K Sell
9,127
-339
-4% -$35.2K 0.12% 58
2025
Q1 		$998K Buy
9,466
+444
+5% +$47.2K 0.18% 53
2024
Q4 		$961K Buy
9,022
+79
+0.9% +$8.49K 0.15% 57
2024
Q3 		$972K Buy
8,943
+57
+0.6% +$6.14K 0.18% 55
2024
Q2 		$947K Buy
+8,886
New +$946K 0.18% 53

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bordeaux Wealth Advisors's MUB Position: Q2 2025 in Review

Bordeaux Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 3.6% in Q2 2025, selling an estimated $35.2K and leaving 9,127 shares worth $954K. The position accounts for 0.12% of the portfolio, ranked #58.

Bordeaux Wealth Advisors first reported a position in MUB in Q2 2024 and has held it in 5 quarters since. The position peaked at $998K in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Bordeaux Wealth Advisors held 9,127 shares of iShares National Muni Bond ETF worth $954K as of Q2 2025.
  • Bordeaux Wealth Advisors sold 339 iShares National Muni Bond ETF shares in Q2 2025, an estimated $35.2K.
  • iShares National Muni Bond ETF made up 0.12% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #58 holding.
  • Bordeaux Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 5 quarters since.
  • Bordeaux Wealth Advisors's iShares National Muni Bond ETF position peaked at $998K in Q1 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.