Cedar Point Capital Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Cedar Point Capital Partners’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	-24,187	Closed	-$2.53M	–	68
2025 Q2	$2.53M	Sell	24,187 -368	-1%	-$38.3K	1.78%	18
2025 Q1	$2.59M	Buy	24,555 +717	+3%	+$76.3K	1.74%	19
2024 Q4	$2.54M	Buy	23,838 +718	+3%	+$77.1K	1.72%	19
2024 Q3	$2.51M	Sell	23,120 -1,156	-5%	-$125K	1.72%	19
2024 Q2	$2.59M	Sell	24,276 -883	-4%	-$94K	1.94%	18
2024 Q1	$2.71M	Buy	25,159 +996	+4%	+$107K	2.06%	17
2023 Q4	$2.62M	Buy	+24,163	New	+$2.53M	2.17%	15

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cedar Point Capital Partners's MUB Position: Q3 2025 in Review

Cedar Point Capital Partners sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 24,187 shares — an estimated $2.53M sold.

Cedar Point Capital Partners first reported a position in MUB in Q4 2023 and held it in 7 quarters. The position peaked at $2.71M in Q1 2024. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Cedar Point Capital Partners reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Cedar Point Capital Partners sold 24,187 iShares National Muni Bond ETF shares in Q3 2025, an estimated $2.53M.
Cedar Point Capital Partners first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 7 quarters.
Cedar Point Capital Partners's iShares National Muni Bond ETF position peaked at $2.71M in Q1 2024.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Cedar Point Capital Partners's 13F filing for Q3 2025, filed 22 Oct 2025.