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Fermata Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Fermata Advisors’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
-2,553
Closed -$267K – 225
2025
Q2 		$267K Buy
+2,553
New +$265K 0.07% 185
2025
Q1 		– Sell
-2,652
Closed -$283K – 296
2024
Q4 		$283K Buy
2,652
+10
+0.4% +$1.07K 0.05% 211
2024
Q3 		$287K Buy
2,642
+36
+1% +$3.88K 0.06% 187
2024
Q2 		$278K Sell
2,606
-56
-2% -$5.96K 0.06% 173
2024
Q1 		$286K Hold
2,662
– – 0.06% 169
2023
Q4 		$289K Buy
2,662
+145
+6% +$15.2K 0.07% 135
2023
Q3 		$258K Buy
+2,517
New +$265K 0.07% 134
2022
Q3 		– Sell
-2,862
Closed -$304K – 151
2022
Q2 		$304K Buy
2,862
+279
+11% +$29.8K 0.11% 121
2022
Q1 		$283K Buy
2,583
+31
+1% +$3.5K 0.11% 130
2021
Q4 		$297K Buy
+2,552
New +$296K 0.11% 133

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fermata Advisors's MUB Position: Q3 2025 in Review

Fermata Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 2,553 shares — an estimated $267K sold.

Fermata Advisors first reported a position in MUB in Q4 2021 and held it in 10 quarters. The position peaked at $304K in Q2 2022. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Fermata Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Fermata Advisors sold 2,553 iShares National Muni Bond ETF shares in Q3 2025, an estimated $267K.
  • Fermata Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 10 quarters.
  • Fermata Advisors's iShares National Muni Bond ETF position peaked at $304K in Q2 2022.
  • 1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Fermata Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.