Exchange Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Exchange Capital Management’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	$870K	Sell	8,324 -70	-0.8%	-$7.28K	0.13%	135
2025 Q1	$885K	Sell	8,394 -1,366	-14%	-$145K	0.14%	130
2024 Q4	$1.04M	Sell	9,760 -1,015	-9%	-$109K	0.17%	119
2024 Q3	$1.17M	Sell	10,775 -545	-5%	-$58.7K	0.19%	120
2024 Q2	$1.21M	Buy	11,320 +2,460	+28%	+$262K	0.2%	114
2024 Q1	$953K	Buy	8,860 +4,470	+102%	+$482K	0.16%	131
2023 Q4	$476K	Sell	4,390 -252	-5%	-$26.3K	0.09%	140
2023 Q3	$476K	Buy	4,642 +2,137	+85%	+$225K	0.09%	143
2023 Q2	$267K	Buy	+2,505	New	+$268K	0.05%	162
2022 Q4	–	Sell	-13,354	Closed	-$1.37M	–	164
2022 Q3	$1.37M	Sell	13,354 -1,360	-9%	-$145K	0.32%	89
2022 Q2	$1.56M	Sell	14,714 -677	-4%	-$72.2K	0.34%	86
2022 Q1	$1.69M	Buy	15,391 +1,235	+9%	+$139K	0.32%	87
2021 Q4	$1.65M	Sell	14,156 -6,445	-31%	-$748K	0.3%	91
2021 Q3	$2.39M	Buy	20,601 +2,850	+16%	+$334K	0.46%	70
2021 Q2	$2.08M	Buy	17,751 +700	+4%	+$81.8K	0.4%	78
2021 Q1	$1.98M	Buy	17,051 +1,995	+13%	+$233K	0.41%	77
2020 Q4	$1.76M	Buy	15,056 +1,250	+9%	+$145K	0.39%	78
2020 Q3	$1.6M	Buy	13,806 +2,615	+23%	+$304K	0.41%	73
2020 Q2	$1.29M	Sell	11,191 -465	-4%	-$52.8K	0.36%	78
2020 Q1	$1.32M	Buy	11,656 +2,979	+34%	+$340K	0.43%	69
2019 Q4	$988K	Buy	8,677 +1,217	+16%	+$139K	0.25%	93
2019 Q3	$851K	Buy	7,460 +520	+7%	+$59.3K	0.22%	99
2019 Q2	$785K	Sell	6,940 -335	-5%	-$37.5K	0.21%	102
2019 Q1	$809K	Buy	7,275 +1,750	+32%	+$192K	0.23%	101
2018 Q4	$602K	Buy	5,525 +560	+11%	+$60.3K	0.2%	105
2018 Q3	$536K	Sell	4,965 -760	-13%	-$82.6K	0.16%	108
2018 Q2	$624K	Buy	5,725 +2,617	+84%	+$284K	0.19%	107
2018 Q1	$339K	Sell	3,108 -3,535	-53%	-$386K	0.11%	123
2017 Q4	$736K	Sell	6,643 -362	-5%	-$40.1K	0.23%	99
2017 Q3	$777K	Buy	7,005 +160	+2%	+$17.8K	0.26%	79
2017 Q2	$754K	Buy	6,845 +6,190	+945%	+$681K	0.25%	77
2017 Q1	$71K	Hold	655	–	–	0.03%	112
2016 Q4	$71K	Buy	655 +200	+44%	+$21.9K	0.03%	92
2016 Q3	$51K	Buy	455 +5	+1%	+$567	0.02%	108
2016 Q2	$51K	Buy	+450	New	+$50.6K	0.02%	106
2015 Q1	–	Sell	-290	Closed	-$32K	–	243
2014 Q4	$32K	Hold	290	–	–	0.01%	122
2014 Q3	$32K	Hold	290	–	–	0.01%	111
2014 Q2	$32K	Hold	290	–	–	0.01%	107
2014 Q1	$31K	Hold	290	–	–	0.01%	115
2013 Q4	$30K	Hold	290	–	–	0.01%	106
2013 Q3	$30K	Hold	290	–	–	0.02%	94
2013 Q2	$30K	Buy	+290	New	+$31.7K	0.02%	88

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

Exchange Capital Management's MUB Position: Q2 2025 in Review

Exchange Capital Management reduced its iShares National Muni Bond ETF (MUB) stake by 0.83% in Q2 2025, selling an estimated $7.28K and leaving 8,324 shares worth $870K. The position accounts for 0.13% of the portfolio, ranked #135.

Exchange Capital Management first reported a position in MUB in Q2 2013 and has held it in 42 quarters since. The position peaked at $2.39M in Q3 2021. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Exchange Capital Management held 8,324 shares of iShares National Muni Bond ETF worth $870K as of Q2 2025.
Exchange Capital Management sold 70 iShares National Muni Bond ETF shares in Q2 2025, an estimated $7.28K.
iShares National Muni Bond ETF made up 0.13% of Exchange Capital Management's portfolio in Q2 2025, its #135 holding.
Exchange Capital Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 42 quarters since.
Exchange Capital Management's iShares National Muni Bond ETF position peaked at $2.39M in Q3 2021.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.