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

CRA 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
-2,390
Closed -$250K – 298
2025
Q2 		$250K Hold
2,390
– – 0.04% 240
2025
Q1 		$252K Hold
2,390
– – 0.04% 228
2024
Q4 		$255K Hold
2,390
– – 0.04% 218
2024
Q3 		$260K Sell
2,390
-300
-11% -$32.3K 0.05% 217
2024
Q2 		$287K Hold
2,690
– – 0.06% 189
2024
Q1 		$289K Hold
2,690
– – 0.06% 185
2023
Q4 		$292K Hold
2,690
– – 0.07% 167
2023
Q3 		$276K Hold
2,690
– – 0.08% 158
2023
Q2 		$287K Sell
2,690
-100
-4% -$10.7K 0.08% 158
2023
Q1 		$301K Sell
2,790
-40
-1% -$4.27K 0.09% 145
2022
Q4 		$299K Sell
2,830
-135
-5% -$14.1K 0.1% 142
2022
Q3 		$304K Sell
2,965
-3,769
-56% -$401K 0.11% 142
2022
Q2 		$716K Buy
6,734
+2,613
+63% +$279K 0.25% 82
2022
Q1 		$452K Sell
4,121
-3,351
-45% -$378K 0.14% 113
2021
Q4 		$869K Buy
7,472
+1,171
+19% +$136K 0.26% 74
2021
Q3 		$732K Buy
6,301
+1,031
+20% +$121K 0.25% 79
2021
Q2 		$618K Buy
5,270
+3
+0.1% +$351 0.21% 89
2021
Q1 		$611K Sell
5,267
-502
-9% -$58.5K 0.24% 85
2020
Q4 		$676K Buy
5,769
+3,441
+148% +$400K 0.28% 76
2020
Q3 		$270K Buy
2,328
+171
+8% +$19.9K 0.13% 115
2020
Q2 		$249K Buy
2,157
+1
+0% +$114 0.13% 115
2020
Q1 		$244K Hold
2,156
– – 0.16% 110
2019
Q4 		$246K Buy
2,156
+241
+13% +$27.5K 0.13% 122
2019
Q3 		$219K Hold
1,915
– – 0.13% 128
2019
Q2 		$217K Hold
1,915
– – 0.13% 129
2019
Q1 		$213K Hold
1,915
– – 0.14% 131
2018
Q4 		$209K Buy
+1,915
New +$206K 0.15% 125

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 22.96% 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

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

CRA Financial Services sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 2,390 shares — an estimated $250K sold.

CRA Financial Services first reported a position in MUB in Q4 2018 and held it in 27 quarters. The position peaked at $869K in Q4 2021. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • CRA Financial Services reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • CRA Financial Services sold 2,390 iShares National Muni Bond ETF shares in Q3 2025, an estimated $250K.
  • CRA Financial Services first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 27 quarters.
  • CRA Financial Services's iShares National Muni Bond ETF position peaked at $869K in Q4 2021.
  • 1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on CRA Financial Services's 13F filing for Q3 2025, filed 16 Oct 2025.