Country Club Bank’s iShares National Muni Bond ETF MUB Stock Holding History

Country Club Bank’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	$672K	Sell	6,315 -545	-8%	-$57K	0.04%	242
2025 Q2	$716K	Sell	6,860 -595	-8%	-$61.9K	0.05%	237
2025 Q1	$784K	Hold	7,455	–	–	0.05%	227
2024 Q4	$795K	Sell	7,455 -50	-0.7%	-$5.37K	0.05%	219
2024 Q3	$816K	Sell	7,505 -130	-2%	-$14K	0.05%	221
2024 Q2	$816K	Hold	7,635	–	–	0.06%	217
2024 Q1	$822K	Sell	7,635 -262	-3%	-$28.3K	0.06%	214
2023 Q4	$857K	Sell	7,897 -1,353	-15%	-$141K	0.06%	206
2023 Q3	$949K	Sell	9,250 -45	-0.5%	-$4.75K	0.08%	189
2023 Q2	$990K	Buy	9,295 +1,965	+27%	+$210K	0.08%	183
2023 Q1	$789K	Sell	7,330 -375	-5%	-$40.1K	0.06%	200
2022 Q4	$813K	Sell	7,705 -395	-5%	-$41.2K	0.07%	188
2022 Q3	$831K	Buy	8,100 +965	+14%	+$103K	0.08%	173
2022 Q2	$756K	Sell	7,135 -1,105	-13%	-$118K	0.07%	181
2022 Q1	$903K	Buy	+8,240	New	+$930K	0.08%	164

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Country Club Bank's MUB Position: Q3 2025 in Review

Country Club Bank reduced its iShares National Muni Bond ETF (MUB) stake by 7.9% in Q3 2025, selling an estimated $57K and leaving 6,315 shares worth $672K. The position accounts for 0.04% of the portfolio, ranked #242.

Country Club Bank first reported a position in MUB in Q1 2022 and has held it in 15 quarters since. The position peaked at $990K in Q2 2023. 1,536 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Country Club Bank held 6,315 shares of iShares National Muni Bond ETF worth $672K as of Q3 2025.
Country Club Bank sold 545 iShares National Muni Bond ETF shares in Q3 2025, an estimated $57K.
iShares National Muni Bond ETF made up 0.04% of Country Club Bank's portfolio in Q3 2025, its #242 holding.
Country Club Bank first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 15 quarters since.
Country Club Bank's iShares National Muni Bond ETF position peaked at $990K in Q2 2023.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.