Crescent Grove Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Crescent Grove Advisors’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	-2,136	Closed	-$223K	–	303
2025 Q2	$223K	Sell	2,136 -766	-26%	-$79.6K	0.02%	259
2025 Q1	$306K	Buy	2,902 +17	+0.6%	+$1.81K	0.03%	208
2024 Q4	$307K	Sell	2,885 -115	-4%	-$12.4K	0.03%	212
2024 Q3	$326K	Hold	3,000	–	–	0.03%	207
2024 Q2	$320K	Hold	3,000	–	–	0.04%	206
2024 Q1	$323K	Hold	3,000	–	–	0.03%	230
2023 Q4	$325K	Hold	3,000	–	–	0.04%	225
2023 Q3	$308K	Sell	3,000 -239	-7%	-$25.2K	0.04%	218
2023 Q2	$346K	Buy	+3,239	New	+$346K	0.04%	217

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 22.9% 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

Crescent Grove Advisors's MUB Position: Q3 2025 in Review

Crescent Grove Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 2,136 shares — an estimated $223K sold.

Crescent Grove Advisors first reported a position in MUB in Q2 2023 and held it in 9 quarters. The position peaked at $346K in Q2 2023. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Crescent Grove Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Crescent Grove Advisors sold 2,136 iShares National Muni Bond ETF shares in Q3 2025, an estimated $223K.
Crescent Grove Advisors first reported a position in iShares National Muni Bond ETF in Q2 2023 and held it in 9 quarters.
Crescent Grove Advisors's iShares National Muni Bond ETF position peaked at $346K in Q2 2023.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Crescent Grove Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.