Client 1st Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Client 1st Advisory Group’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	-2,567	Closed	-$268K	–	141
2025 Q2	$268K	Hold	2,567	–	–	0.1%	106
2025 Q1	$271K	Hold	2,567	–	–	0.11%	101
2024 Q4	$274K	Hold	2,567	–	–	0.11%	106
2024 Q3	$279K	Hold	2,567	–	–	0.11%	98
2024 Q2	$274K	Hold	2,567	–	–	0.12%	92
2024 Q1	$276K	Hold	2,567	–	–	0.12%	90
2023 Q4	$278K	Hold	2,567	–	–	0.14%	82
2023 Q3	$263K	Hold	2,567	–	–	0.14%	85
2023 Q2	$274K	Hold	2,567	–	–	0.14%	82
2023 Q1	$277K	Sell	2,567 -71	-3%	-$7.59K	0.15%	76
2022 Q4	$278K	Hold	2,638	–	–	0.16%	72
2022 Q3	$271K	Hold	2,638	–	–	0.17%	66
2022 Q2	$281K	Sell	2,638 -5,646	-68%	-$603K	0.17%	62
2022 Q1	$908K	Hold	8,284	–	–	0.44%	35
2021 Q4	$963K	Hold	8,284	–	–	0.47%	35
2021 Q3	$962K	Hold	8,284	–	–	0.49%	30
2021 Q2	$971K	Sell	8,284 -116	-1%	-$13.6K	0.5%	31
2021 Q1	$975K	Buy	8,400 +1,926	+30%	+$225K	0.56%	26
2020 Q4	$758K	Buy	6,474 +1,998	+45%	+$232K	0.49%	23
2020 Q3	$519K	Buy	4,476 +843	+23%	+$97.9K	0.36%	32
2020 Q2	$424K	Sell	3,633 -100	-3%	-$11.4K	0.35%	35
2020 Q1	$422K	Buy	+3,733	New	+$426K	0.45%	32

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

Client 1st Advisory Group's MUB Position: Q3 2025 in Review

Client 1st Advisory Group sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 2,567 shares — an estimated $268K sold.

Client 1st Advisory Group first reported a position in MUB in Q1 2020 and held it in 22 quarters. The position peaked at $975K in Q1 2021. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Client 1st Advisory Group reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Client 1st Advisory Group sold 2,567 iShares National Muni Bond ETF shares in Q3 2025, an estimated $268K.
Client 1st Advisory Group first reported a position in iShares National Muni Bond ETF in Q1 2020 and held it in 22 quarters.
Client 1st Advisory Group's iShares National Muni Bond ETF position peaked at $975K in Q1 2021.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Client 1st Advisory Group's 13F filing for Q3 2025, filed 17 Oct 2025.