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

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 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 New York $1.66T AUM 25.57% 1-Year Est. Return