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

Certus 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	$505K	Sell	4,743 -1,042	-18%	-$109K	0.3%	44
2025 Q2	$604K	Sell	5,785 -3,980	-41%	-$414K	0.39%	41
2025 Q1	$1.02M	Sell	9,765 -907	-8%	-$96.5K	0.69%	32
2024 Q4	$1.14M	Buy	10,672 +3,984	+60%	+$428K	0.76%	28
2024 Q3	$727K	Buy	6,688 +215	+3%	+$23.2K	0.51%	34
2024 Q2	$690K	Buy	6,473 +981	+18%	+$104K	0.52%	39
2024 Q1	$586K	Buy	5,492 +8	+0.1%	+$863	0.47%	39
2023 Q4	$595K	Buy	5,484 +693	+14%	+$72.4K	0.5%	40
2023 Q3	$491K	Sell	4,791 -6,137	-56%	-$647K	0.47%	41
2023 Q2	$1.17M	Buy	+10,928	New	+$1.17M	1.16%	24

Other funds holding MUB

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

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 Chicago, Illinois $424B AUM 22.94% 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 $336B AUM 34.66% 1-Year Est. Return

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

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

Certus Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 18% in Q3 2025, selling an estimated $109K and leaving 4,743 shares worth $505K. The position accounts for 0.3% of the portfolio, ranked #44.

Certus Wealth Management first reported a position in MUB in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.17M in Q2 2023. 1,536 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Certus Wealth Management held 4,743 shares of iShares National Muni Bond ETF worth $505K as of Q3 2025.
Certus Wealth Management sold 1,042 iShares National Muni Bond ETF shares in Q3 2025, an estimated $109K.
iShares National Muni Bond ETF made up 0.3% of Certus Wealth Management's portfolio in Q3 2025, its #44 holding.
Certus Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's iShares National Muni Bond ETF position peaked at $1.17M in Q2 2023.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.