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Clearstead Trust’s iShares National Muni Bond ETF MUB Stock Holding History

Clearstead Trust’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
-1,574
Closed -$164K – 1549
2025
Q2 		$164K Hold
1,574
– – 0.03% 191
2025
Q1 		$166K Hold
1,574
– – 0.04% 170
2024
Q4 		$168K Hold
1,574
– – 0.04% 161
2024
Q3 		$171K Hold
1,574
– – 0.04% 146
2024
Q2 		$168K Hold
1,574
– – 0.04% 143
2024
Q1 		$169K Hold
1,574
– – 0.04% 148
2023
Q4 		$171K Hold
1,574
– – 0.05% 168
2023
Q3 		$161K Hold
1,574
– – 0.05% 144
2023
Q2 		$168K Buy
+1,574
New +$168K 0.05% 142

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

Clearstead Trust's MUB Position: Q3 2025 in Review

Clearstead Trust sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 1,574 shares — an estimated $164K sold.

Clearstead Trust first reported a position in MUB in Q2 2023 and held it in 9 quarters. The position peaked at $171K in Q3 2024. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Clearstead Trust reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Clearstead Trust sold 1,574 iShares National Muni Bond ETF shares in Q3 2025, an estimated $164K.
  • Clearstead Trust first reported a position in iShares National Muni Bond ETF in Q2 2023 and held it in 9 quarters.
  • Clearstead Trust's iShares National Muni Bond ETF position peaked at $171K in Q3 2024.
  • 1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Clearstead Trust's 13F filing for Q3 2025, filed 10 Nov 2025.