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Boston Trust Walden’s iShares National Muni Bond ETF MUB Stock Holding History

Boston Trust Walden’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
-3,760
Closed -$400K – 396
2025
Q3 		$400K Buy
+3,760
New +$393K ﹤0.01% 347

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Boston Trust Walden's MUB Position: Q4 2025 in Review

Boston Trust Walden sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 3,760 shares — an estimated $400K sold.

Boston Trust Walden first reported a position in MUB in Q3 2025 and held it in 1 quarter. The position peaked at $400K in Q3 2025. 1,628 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • Boston Trust Walden reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Boston Trust Walden sold 3,760 iShares National Muni Bond ETF shares in Q4 2025, an estimated $400K.
  • Boston Trust Walden first reported a position in iShares National Muni Bond ETF in Q3 2025 and held it in 1 quarter.
  • Boston Trust Walden's iShares National Muni Bond ETF position peaked at $400K in Q3 2025.
  • 1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Boston Trust Walden's 13F filing for Q4 2025, filed 28 Jan 2026.