Boyd Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Boyd Wealth 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	-4,888	Closed	-$521K	–	50
2025 Q3	$521K	Buy	4,888 +46	+1%	+$4.81K	0.22%	36
2025 Q2	$506K	Buy	4,842 +76	+2%	+$7.9K	0.22%	36
2025 Q1	$503K	Buy	4,766 +919	+24%	+$97.7K	0.25%	31
2024 Q4	$410K	Buy	3,847 +768	+25%	+$82.5K	0.2%	36
2024 Q3	$334K	Buy	3,079 +243	+9%	+$26.2K	0.17%	38
2024 Q2	$302K	Sell	2,836 -1,940	-41%	-$207K	0.17%	39
2024 Q1	$514K	Buy	+4,776	New	+$515K	0.29%	32
2023 Q4	–	Sell	-2,379	Closed	-$244K	–	43
2023 Q3	$244K	Buy	+2,379	New	+$251K	0.16%	39
2022 Q4	–	Sell	-18,350	Closed	-$1.88M	–	44
2022 Q3	$1.88M	Buy	18,350 +8,069	+78%	+$858K	1.51%	14
2022 Q2	$1.09M	Sell	10,281 -1,202	-10%	-$128K	0.89%	16
2022 Q1	$1.26M	Buy	11,483 +2,052	+22%	+$232K	0.94%	14
2021 Q4	$1.1M	Buy	+9,431	New	+$1.1M	0.8%	18

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Boyd Wealth Management's MUB Position: Q4 2025 in Review

Boyd Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 4,888 shares — an estimated $521K sold.

Boyd Wealth Management first reported a position in MUB in Q4 2021 and held it in 12 quarters. The position peaked at $1.88M in Q3 2022. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

Boyd Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Boyd Wealth Management sold 4,888 iShares National Muni Bond ETF shares in Q4 2025, an estimated $521K.
Boyd Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 12 quarters.
Boyd Wealth Management's iShares National Muni Bond ETF position peaked at $1.88M in Q3 2022.
1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Boyd Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.