Certified Advisory Corp’s iShares National Muni Bond ETF MUB Stock Holding History

Certified Advisory Corp’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	-8,146	Closed	-$851K	–	322
2025 Q2	$851K	Sell	8,146 -336	-4%	-$34.9K	0.09%	166
2025 Q1	$894K	Buy	8,482 +130	+2%	+$13.8K	0.1%	156
2024 Q4	$890K	Buy	8,352 +14	+0.2%	+$1.5K	0.1%	153
2024 Q3	$906K	Buy	8,338 +147	+2%	+$15.8K	0.1%	150
2024 Q2	$873K	Buy	8,191 +15	+0.2%	+$1.6K	0.11%	142
2024 Q1	$880K	Buy	8,176 +638	+8%	+$68.8K	0.12%	136
2023 Q4	$817K	Sell	7,538 -244	-3%	-$25.5K	0.12%	142
2023 Q3	$798K	Sell	7,782 -877	-10%	-$92.5K	0.15%	125
2023 Q2	$924K	Buy	8,659 +1,676	+24%	+$179K	0.17%	116
2023 Q1	$752K	Buy	+6,983	New	+$746K	0.13%	142

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

Certified Advisory Corp's MUB Position: Q3 2025 in Review

Certified Advisory Corp sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 8,146 shares — an estimated $851K sold.

Certified Advisory Corp first reported a position in MUB in Q1 2023 and held it in 10 quarters. The position peaked at $924K in Q2 2023. 1,538 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Certified Advisory Corp reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Certified Advisory Corp sold 8,146 iShares National Muni Bond ETF shares in Q3 2025, an estimated $851K.
Certified Advisory Corp first reported a position in iShares National Muni Bond ETF in Q1 2023 and held it in 10 quarters.
Certified Advisory Corp's iShares National Muni Bond ETF position peaked at $924K in Q2 2023.
1,538 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Certified Advisory Corp's 13F filing for Q3 2025, filed 13 Nov 2025.