Carolinas Wealth Consulting’s iShares National Muni Bond ETF MUB Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-3,160	Closed	-$333K	–	608
2025 Q1	$333K	Sell	3,160 -269	-8%	-$28.6K	0.07%	131
2024 Q4	$365K	Buy	3,429 +35	+1%	+$3.76K	0.07%	134
2024 Q3	$369K	Sell	3,394 -1,474	-30%	-$159K	0.07%	136
2024 Q2	$519K	Buy	4,868 +3,317	+214%	+$353K	0.1%	102
2024 Q1	$167K	Buy	1,551 +50	+3%	+$5.39K	0.03%	195
2023 Q4	$163K	Buy	1,501 +5	+0.3%	+$523	0.04%	177
2023 Q3	$151K	Sell	1,496 -349	-19%	-$36.8K	0.04%	176
2023 Q2	$197K	Buy	1,845 +629	+52%	+$67.2K	0.04%	171
2023 Q1	$131K	Buy	1,216 +149	+14%	+$15.9K	0.03%	227
2022 Q4	$113K	Buy	+1,067	New	+$111K	0.03%	248
2021 Q4	–	Sell	-108	Closed	-$12K	–	999
2021 Q3	$12K	Buy	108 +1	+0.9%	+$117	﹤0.01%	560
2021 Q2	$13K	Hold	107	–	–	﹤0.01%	577
2021 Q1	$12K	Buy	107 +15	+16%	+$1.75K	﹤0.01%	599
2020 Q4	$11K	Buy	92 +81	+736%	+$9.41K	﹤0.01%	570
2020 Q3	$1K	Buy	+11	New	+$1.28K	﹤0.01%	856

Other funds holding MUB

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Carolinas Wealth Consulting's MUB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 3,160 shares — an estimated $333K sold.

Carolinas Wealth Consulting first reported a position in MUB in Q3 2020 and held it in 15 quarters. The position peaked at $519K in Q2 2024. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 3,160 iShares National Muni Bond ETF shares in Q2 2025, an estimated $333K.
Carolinas Wealth Consulting first reported a position in iShares National Muni Bond ETF in Q3 2020 and held it in 15 quarters.
Carolinas Wealth Consulting's iShares National Muni Bond ETF position peaked at $519K in Q2 2024.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.