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DOHJ LLC’s iShares National Muni Bond ETF MUB Stock Holding History

DOHJ LLC’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
-305,284
Closed -$31.6M – 89
2025
Q2 		$31.6M Sell
305,284
-12,921
-4% -$1.34M 9.18% 1
2025
Q1 		$33.6M Buy
318,205
+36,572
+13% +$3.89M 7.66% 1
2024
Q4 		$30M Sell
281,633
-4,831
-2% -$519K 6.93% 1
2024
Q3 		$31.1M Buy
286,464
+17,248
+6% +$1.86M 7.26% 1
2024
Q2 		$28.7M Buy
269,216
+17,422
+7% +$1.86M 7.17% 1
2024
Q1 		$27.1M Buy
251,794
+44,154
+21% +$4.76M 7.19% 2
2023
Q4 		$22.5M Buy
207,640
+79,249
+62% +$8.28M 6.65% 3
2023
Q3 		$13.1M Buy
128,391
+14,234
+12% +$1.5M 5.84% 4
2023
Q2 		$12.2M Buy
114,157
+5,014
+5% +$536K 5.23% 4
2023
Q1 		$11.8M Buy
109,143
+5,246
+5% +$561K 5.95% 2
2022
Q4 		$11M Sell
103,897
-23,814
-19% -$2.48M 6.16% 2
2022
Q3 		$13.1M Sell
127,711
-1,853
-1% -$197K 8.85% 1
2022
Q2 		$13.8M Sell
129,564
-11,141
-8% -$1.19M 7.85% 2
2022
Q1 		$15.4M Buy
140,705
+7,374
+6% +$832K 7.43% 1
2021
Q4 		$15.5M Buy
133,331
+28,397
+27% +$3.3M 6.93% 2
2021
Q3 		$12.2M Buy
104,934
+6,468
+7% +$758K 5.76% 4
2021
Q2 		$11.5M Buy
98,466
+3,035
+3% +$355K 6.07% 2
2021
Q1 		$11.1M Buy
95,431
+6,085
+7% +$710K 6.45% 2
2020
Q4 		$10.5M Buy
89,346
+5,848
+7% +$679K 6.2% 2
2020
Q3 		$9.68M Buy
83,498
+5,758
+7% +$669K 6.06% 2
2020
Q2 		$9.08M Buy
77,740
+9,181
+13% +$1.04M 6.22% 2
2020
Q1 		$7.75M Buy
68,559
+11,500
+20% +$1.31M 7.52% 2
2019
Q4 		$6.5M Buy
+57,059
New +$6.5M 5.76% 3

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 $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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DOHJ LLC's MUB Position: Q3 2025 in Review

DOHJ LLC sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 305,284 shares — an estimated $31.6M sold.

DOHJ LLC first reported a position in MUB in Q4 2019 and held it in 23 quarters. The position peaked at $33.6M in Q1 2025. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • DOHJ LLC reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • DOHJ LLC sold 305,284 iShares National Muni Bond ETF shares in Q3 2025, an estimated $31.6M.
  • DOHJ LLC first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 23 quarters.
  • DOHJ LLC's iShares National Muni Bond ETF position peaked at $33.6M in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.