Eagle Wealth Strategies’s iShares National Muni Bond ETF MUB Stock Holding History

Eagle Wealth Strategies’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	-32,528	Closed	-$3.4M	–	110
2025 Q2	$3.4M	Buy	+32,528	New	+$3.38M	1.9%	8
2025 Q1	–	Sell	-4,397	Closed	-$468K	–	108
2024 Q4	$468K	Buy	4,397 +44	+1%	+$4.73K	0.34%	46
2024 Q3	$473K	Buy	4,353 +32	+0.7%	+$3.45K	0.34%	42
2024 Q2	$460K	Buy	4,321 +32	+0.7%	+$3.41K	0.37%	37
2024 Q1	$459K	Sell	4,289 -4,895	-53%	-$528K	0.37%	41
2023 Q4	$996K	Buy	+9,184	New	+$960K	0.6%	20

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 22.96% 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

Eagle Wealth Strategies's MUB Position: Q3 2025 in Review

Eagle Wealth Strategies sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 32,528 shares — an estimated $3.4M sold.

Eagle Wealth Strategies first reported a position in MUB in Q4 2023 and held it in 6 quarters. The position peaked at $3.4M in Q2 2025. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Eagle Wealth Strategies reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Eagle Wealth Strategies sold 32,528 iShares National Muni Bond ETF shares in Q3 2025, an estimated $3.4M.
Eagle Wealth Strategies first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 6 quarters.
Eagle Wealth Strategies's iShares National Muni Bond ETF position peaked at $3.4M in Q2 2025.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Eagle Wealth Strategies's 13F filing for Q3 2025, filed 7 Nov 2025.