BFP
MUB icon

Briaud Financial Planning’s iShares National Muni Bond ETF MUB Stock Holding History

Briaud Financial Planning’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 		– Sell
-150
Closed -$15K – 232
2025
Q2 		$15K Buy
+150
New +$15.6K 0.01% 205
2025
Q1 		– Sell
-830
Closed -$88K – 215
2024
Q4 		$88K Buy
+830
New +$89.2K 0.04% 56

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

Briaud Financial Planning's MUB Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 150 shares — an estimated $15K sold.

Briaud Financial Planning first reported a position in MUB in Q4 2024 and held it in 2 quarters. The position peaked at $88K in Q4 2024. 1,536 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 150 iShares National Muni Bond ETF shares in Q3 2025, an estimated $15K.
  • Briaud Financial Planning first reported a position in iShares National Muni Bond ETF in Q4 2024 and held it in 2 quarters.
  • Briaud Financial Planning's iShares National Muni Bond ETF position peaked at $88K in Q4 2024.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.