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Congress Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Congress Asset 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 		– Sell
-3,364
Closed -$351K – 406
2025
Q2 		$351K Buy
+3,364
New +$350K ﹤0.01% 360

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 22.9% 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

Congress Asset Management's MUB Position: Q3 2025 in Review

Congress Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 3,364 shares — an estimated $351K sold.

Congress Asset Management first reported a position in MUB in Q2 2025 and held it in 1 quarter. The position peaked at $351K in Q2 2025. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Congress Asset Management reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Congress Asset Management sold 3,364 iShares National Muni Bond ETF shares in Q3 2025, an estimated $351K.
  • Congress Asset Management first reported a position in iShares National Muni Bond ETF in Q2 2025 and held it in 1 quarter.
  • Congress Asset Management's iShares National Muni Bond ETF position peaked at $351K in Q2 2025.
  • 1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Congress Asset Management's 13F filing for Q3 2025, filed 10 Oct 2025.