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Deroy & Devereaux Private Investment Counsel’s iShares National Muni Bond ETF MUB Stock Holding History

Deroy & Devereaux Private Investment Counsel’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
Q4 		– Sell
-8,305
Closed -$884K – 183
2025
Q3 		$884K Sell
8,305
-1,655
-17% -$173K 0.04% 116
2025
Q2 		$1.04M Buy
+9,960
New +$1.04M 0.06% 112

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
Betterment LLC New York $52.8B AUM 15.34% 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 $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's MUB Position: Q4 2025 in Review

Deroy & Devereaux Private Investment Counsel sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 8,305 shares — an estimated $884K sold.

Deroy & Devereaux Private Investment Counsel first reported a position in MUB in Q2 2025 and held it in 2 quarters. The position peaked at $1.04M in Q2 2025. 1,628 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • Deroy & Devereaux Private Investment Counsel reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Deroy & Devereaux Private Investment Counsel sold 8,305 iShares National Muni Bond ETF shares in Q4 2025, an estimated $884K.
  • Deroy & Devereaux Private Investment Counsel first reported a position in iShares National Muni Bond ETF in Q2 2025 and held it in 2 quarters.
  • Deroy & Devereaux Private Investment Counsel's iShares National Muni Bond ETF position peaked at $1.04M in Q2 2025.
  • 1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q4 2025, filed 27 Jan 2026.