Commonwealth Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

Commonwealth Financial Services’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	-2,249	Closed	-$235K	–	236
2025 Q2	$235K	Sell	2,249 -1,954	-46%	-$203K	0.05%	186
2025 Q1	$443K	Buy	4,203 +1	+0%	+$106	0.09%	116
2024 Q4	$448K	Sell	4,202 -301	-7%	-$32.3K	0.09%	112
2024 Q3	$489K	Sell	4,503 -1,199	-21%	-$129K	0.1%	103
2024 Q2	$610K	Buy	5,702 +3,258	+133%	+$347K	0.13%	91
2024 Q1	$265K	Hold	2,444	–	–	0.06%	150
2023 Q4	$265K	Buy	2,444 +2	+0.1%	+$209	0.06%	150
2023 Q3	$250K	Buy	+2,442	New	+$258K	0.07%	153
2017 Q1	$549K	Hold	5,036	–	–	0.6%	16
2016 Q4	$546K	Hold	5,036	–	–	0.54%	22
2016 Q3	$568K	Hold	5,036	–	–	0.53%	21
2016 Q2	$574K	Buy	5,036 +32	+0.6%	+$3.6K	0.68%	18
2016 Q1	$559K	Hold	5,004	–	–	0.83%	8
2015 Q4	$554K	Hold	5,004	–	–	1.88%	11
2015 Q3	$548K	Hold	5,004	–	–	0.64%	11
2015 Q2	$541K	Sell	5,004 -3,162	-39%	-$345K	0.59%	12
2015 Q1	$903K	Hold	8,166	–	–	0.79%	12
2014 Q4	$901K	Buy	+8,166	New	+$897K	0.81%	12

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

Commonwealth Financial Services's MUB Position: Q3 2025 in Review

Commonwealth Financial Services sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 2,249 shares — an estimated $235K sold.

Commonwealth Financial Services first reported a position in MUB in Q4 2014 and held it in 18 quarters. The position peaked at $903K in Q1 2015. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Commonwealth Financial Services reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Commonwealth Financial Services sold 2,249 iShares National Muni Bond ETF shares in Q3 2025, an estimated $235K.
Commonwealth Financial Services first reported a position in iShares National Muni Bond ETF in Q4 2014 and held it in 18 quarters.
Commonwealth Financial Services's iShares National Muni Bond ETF position peaked at $903K in Q1 2015.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Commonwealth Financial Services's 13F filing for Q3 2025, filed 21 Oct 2025.