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

Burt 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
Q3 		$4.53M Buy
42,541
+1,962
+5% +$205K 1.11% 20
2025
Q2 		$4.24M Sell
40,579
-27,368
-40% -$2.85M 0.97% 20
2025
Q1 		$7.16M Sell
67,947
-1,142
-2% -$121K 1.8% 15
2024
Q4 		$7.36M Sell
69,089
-79
-0.1% -$8.49K 1.87% 15
2024
Q3 		$7.51M Buy
69,168
+384
+0.6% +$41.4K 1.85% 15
2024
Q2 		$7.33M Sell
68,784
-3,757
-5% -$400K 1.93% 15
2024
Q1 		$7.81M Buy
72,541
+9,423
+15% +$1.02M 1.98% 15
2023
Q4 		$6.84M Sell
63,118
-16,186
-20% -$1.69M 1.95% 15
2023
Q3 		$8.13M Sell
79,304
-10,748
-12% -$1.13M 2.5% 14
2023
Q2 		$9.61M Buy
90,052
+10,488
+13% +$1.12M 2.9% 13
2023
Q1 		$8.57M Buy
79,564
+4,157
+6% +$444K 2.66% 13
2022
Q4 		$7.96M Sell
75,407
-5,943
-7% -$619K 2.67% 13
2022
Q3 		$8.35M Sell
81,350
-17,042
-17% -$1.81M 3.35% 12
2022
Q2 		$10.5M Buy
98,392
+12,967
+15% +$1.38M 3.64% 12
2022
Q1 		$9.37M Buy
85,425
+30,447
+55% +$3.44M 2.81% 12
2021
Q4 		$6.39M Buy
54,978
+17,646
+47% +$2.05M 2.09% 12
2021
Q3 		$4.34M Buy
37,332
+6,983
+23% +$819K 1.38% 14
2021
Q2 		$3.56M Buy
30,349
+11,938
+65% +$1.4M 1.28% 13
2021
Q1 		$2.14M Buy
18,411
+10,984
+148% +$1.28M 0.79% 17
2020
Q4 		$870K Buy
7,427
+1,747
+31% +$203K 0.3% 26
2020
Q3 		$658K Buy
+5,680
New +$660K 0.25% 28

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

Burt Wealth Advisors's MUB Position: Q3 2025 in Review

Burt Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 4.8% in Q3 2025, buying an estimated $205K and bringing the position to 42,541 shares worth $4.53M. The position accounts for 1.11% of the portfolio, ranked #20.

Burt Wealth Advisors first reported a position in MUB in Q3 2020 and has held it in 21 quarters since. The position peaked at $10.5M in Q2 2022. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Burt Wealth Advisors held 42,541 shares of iShares National Muni Bond ETF worth $4.53M as of Q3 2025.
  • Burt Wealth Advisors bought 1,962 iShares National Muni Bond ETF shares in Q3 2025, an estimated $205K.
  • iShares National Muni Bond ETF made up 1.11% of Burt Wealth Advisors's portfolio in Q3 2025, its #20 holding.
  • Burt Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 21 quarters since.
  • Burt Wealth Advisors's iShares National Muni Bond ETF position peaked at $10.5M in Q2 2022.
  • 1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.