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

Congress 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
Q2 		$4.56M Sell
43,606
-901
-2% -$93.7K 0.04% 405
2025
Q1 		$4.69M Buy
44,507
+15,964
+56% +$1.7M 0.06% 339
2024
Q4 		$3.04M Buy
28,543
+3,364
+13% +$361K 0.04% 353
2024
Q3 		$2.74M Buy
25,179
+477
+2% +$51.4K 0.04% 377
2024
Q2 		$2.63M Sell
24,702
-2,455
-9% -$261K 0.04% 321
2024
Q1 		$2.92M Sell
27,157
-3,178
-10% -$343K 0.05% 281
2023
Q4 		$3.29M Sell
30,335
-2,252
-7% -$235K 0.06% 261
2023
Q3 		$3.34M Buy
32,587
+12,892
+65% +$1.36M 0.07% 256
2023
Q2 		$2.1M Sell
19,695
-1,041
-5% -$111K 0.05% 253
2023
Q1 		$2.23M Sell
20,736
-315
-1% -$33.7K 0.05% 254
2022
Q4 		$2.22M Sell
21,051
-59,478
-74% -$6.2M 0.06% 251
2022
Q3 		$8.26M Sell
80,529
-1,551
-2% -$165K 0.22% 140
2022
Q2 		$8.73M Buy
82,080
+1,583
+2% +$169K 0.22% 135
2022
Q1 		$8.83M Sell
80,497
-14,582
-15% -$1.65M 0.19% 157
2021
Q4 		$11.1M Buy
+95,079
New +$11M 0.22% 130

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Congress Wealth Management's MUB Position: Q2 2025 in Review

Congress Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 2% in Q2 2025, selling an estimated $93.7K and leaving 43,606 shares worth $4.56M. The position accounts for 0.04% of the portfolio, ranked #405.

Congress Wealth Management first reported a position in MUB in Q4 2021 and has held it in 15 quarters since. The position peaked at $11.1M in Q4 2021. 1,539 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Congress Wealth Management held 43,606 shares of iShares National Muni Bond ETF worth $4.56M as of Q2 2025.
  • Congress Wealth Management sold 901 iShares National Muni Bond ETF shares in Q2 2025, an estimated $93.7K.
  • iShares National Muni Bond ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #405 holding.
  • Congress Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's iShares National Muni Bond ETF position peaked at $11.1M in Q4 2021.
  • 1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.