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

Bristlecone 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 Q3	$661K	Sell	6,206 -3,225	-34%	-$338K	0.06%	155
2025 Q2	$985K	Sell	9,431 -2,514	-21%	-$261K	0.08%	128
2025 Q1	$1.26M	Buy	11,945 +1,255	+12%	+$133K	0.1%	136
2024 Q4	$1.14M	Buy	10,690 +918	+9%	+$98.6K	0.09%	138
2024 Q3	$1.06M	Hold	9,772	–	–	0.09%	137
2024 Q2	$1.04M	Sell	9,772 -324	-3%	-$34.5K	0.09%	137
2024 Q1	$1.09M	Sell	10,096 -3,587	-26%	-$387K	0.1%	134
2023 Q4	$1.48M	Buy	13,683 +10,609	+345%	+$1.11M	0.15%	114
2023 Q3	$315K	Hold	3,074	–	–	0.04%	206
2023 Q2	$328K	Hold	3,074	–	–	0.03%	208
2023 Q1	$331K	Hold	3,074	–	–	0.04%	211
2022 Q4	$324K	Buy	+3,074	New	+$320K	0.04%	202
2020 Q1	–	Sell	-3,400	Closed	-$387K	–	187
2019 Q4	$387K	Buy	+3,400	New	+$387K	0.08%	153
2018 Q4	–	Sell	-3,675	Closed	-$397K	–	142
2018 Q3	$397K	Hold	3,675	–	–	0.1%	114
2018 Q2	$401K	Hold	3,675	–	–	0.13%	105
2018 Q1	$400K	Buy	+3,675	New	+$401K	0.13%	106
2017 Q2	–	Sell	-2,575	Closed	-$281K	–	152
2017 Q1	$281K	Hold	2,575	–	–	0.1%	128
2016 Q4	$279K	Hold	2,575	–	–	0.1%	126
2016 Q3	$290K	Hold	2,575	–	–	0.1%	129
2016 Q2	$293K	Hold	2,575	–	–	0.11%	118
2016 Q1	$287K	Hold	2,575	–	–	0.11%	137
2015 Q4	$285K	Buy	+2,575	New	+$283K	0.12%	143

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Bristlecone Advisors's MUB Position: Q3 2025 in Review

Bristlecone Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 34% in Q3 2025, selling an estimated $338K and leaving 6,206 shares worth $661K. The position accounts for 0.06% of the portfolio, ranked #155.

Bristlecone Advisors first reported a position in MUB in Q4 2015 and has held it in 22 quarters since. The position peaked at $1.48M in Q4 2023. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Bristlecone Advisors held 6,206 shares of iShares National Muni Bond ETF worth $661K as of Q3 2025.
Bristlecone Advisors sold 3,225 iShares National Muni Bond ETF shares in Q3 2025, an estimated $338K.
iShares National Muni Bond ETF made up 0.06% of Bristlecone Advisors's portfolio in Q3 2025, its #155 holding.
Bristlecone Advisors first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 22 quarters since.
Bristlecone Advisors's iShares National Muni Bond ETF position peaked at $1.48M in Q4 2023.
1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.