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

CarsonAllaria 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
Q3 		– Sell
-223
Closed -$23.4K – 242
2025
Q2 		$23.4K Sell
223
-5
-2% -$520 0.01% 185
2025
Q1 		$24K Buy
228
+2
+0.9% +$213 0.01% 178
2024
Q4 		$24.2K Sell
226
-598
-73% -$64.2K 0.01% 182
2024
Q3 		$89.6K Buy
824
+112
+16% +$12.1K 0.05% 105
2024
Q2 		$75.9K Buy
712
+6
+0.8% +$639 0.05% 110
2024
Q1 		$76.1K Sell
706
-166
-19% -$17.9K 0.05% 115
2023
Q4 		$94.6K Buy
872
+8
+0.9% +$836 0.07% 91
2023
Q3 		$88.7K Sell
864
-38
-4% -$4.01K 0.07% 92
2023
Q2 		$96.3K Buy
902
+4
+0.4% +$428 0.08% 86
2023
Q1 		$96.8K Buy
898
+4
+0.4% +$427 0.08% 88
2022
Q4 		$94K Sell
894
-2,475
-73% -$258K 0.08% 85
2022
Q3 		$346K Sell
3,369
-531
-14% -$56.5K 0.32% 38
2022
Q2 		$415K Sell
3,900
-8,711
-69% -$930K 0.39% 33
2022
Q1 		$1.38M Sell
12,611
-3
-0% -$339 1.24% 20
2021
Q4 		$1.47M Buy
+12,614
New +$1.46M 1.3% 22

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CarsonAllaria Wealth Management's MUB Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 223 shares — an estimated $23.4K sold.

CarsonAllaria Wealth Management first reported a position in MUB in Q4 2021 and held it in 15 quarters. The position peaked at $1.47M in Q4 2021. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 223 iShares National Muni Bond ETF shares in Q3 2025, an estimated $23.4K.
  • CarsonAllaria Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 15 quarters.
  • CarsonAllaria Wealth Management's iShares National Muni Bond ETF position peaked at $1.47M in Q4 2021.
  • 1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.