Curtis Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Curtis Advisory Group’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	–	Sell	-3,967	Closed	-$418K	–	111
2025 Q1	$418K	Buy	+3,967	New	+$422K	0.12%	76
2022 Q4	–	Sell	-2,326	Closed	-$239K	–	90
2022 Q3	$239K	Sell	2,326 -17	-0.7%	-$1.81K	0.1%	78
2022 Q2	$249K	Buy	+2,343	New	+$250K	0.1%	80

Other funds holding MUB

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Curtis Advisory Group's MUB Position: Q2 2025 in Review

Curtis Advisory Group sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 3,967 shares — an estimated $418K sold.

Curtis Advisory Group first reported a position in MUB in Q2 2022 and held it in 3 quarters. The position peaked at $418K in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Curtis Advisory Group reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Curtis Advisory Group sold 3,967 iShares National Muni Bond ETF shares in Q2 2025, an estimated $418K.
Curtis Advisory Group first reported a position in iShares National Muni Bond ETF in Q2 2022 and held it in 3 quarters.
Curtis Advisory Group's iShares National Muni Bond ETF position peaked at $418K in Q1 2025.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Curtis Advisory Group's 13F filing for Q2 2025, filed 7 Aug 2025.