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

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

Fidelity Investments

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Northwestern Mutual Wealth Management

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