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Financial Advocates Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Financial Advocates Investment 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
Q3 		$2.94M Sell
27,564
-20,500
-43% -$2.15M 1.65% 20
2025
Q2 		$5.02M Sell
48,064
-1,623
-3% -$169K 0.41% 49
2025
Q1 		$5.24M Buy
49,687
+11,105
+29% +$1.18M 0.37% 55
2024
Q4 		$4.11M Sell
38,582
-1,192
-3% -$128K 0.23% 90
2024
Q3 		$4.32M Buy
39,774
+170
+0.4% +$18.3K 0.24% 96
2024
Q2 		$4.22M Buy
39,604
+14,405
+57% +$1.53M 0.26% 88
2024
Q1 		$2.63M Sell
25,199
-6,606
-21% -$713K 0.15% 147
2023
Q4 		$3.42M Sell
31,805
-840
-3% -$87.8K 0.22% 108
2023
Q3 		$3.35M Buy
32,645
+397
+1% +$41.9K 0.24% 105
2023
Q2 		$3.44M Sell
32,248
-1
-0% -$107 0.25% 102
2023
Q1 		$3.47M Sell
32,249
-539
-2% -$57.6K 0.25% 96
2022
Q4 		$3.46M Buy
32,788
+22,366
+215% +$2.33M 0.26% 95
2022
Q3 		$1.07M Sell
10,422
-13,545
-57% -$1.44M 0.09% 240
2022
Q2 		$2.55M Sell
23,967
-6,449
-21% -$688K 0.21% 124
2022
Q1 		$3.33M Buy
30,416
+19,606
+181% +$2.21M 0.22% 110
2021
Q4 		$1.25M Sell
10,810
-11,306
-51% -$1.31M 0.08% 285
2021
Q3 		$2.57M Sell
22,116
-343
-2% -$40.2K 0.17% 144
2021
Q2 		$2.63M Sell
22,459
-3,692
-14% -$431K 0.18% 141
2021
Q1 		$3.04M Buy
26,151
+6,408
+32% +$747K 0.22% 105
2020
Q4 		$2.24M Buy
19,743
+1,105
+6% +$128K 0.15% 150
2020
Q3 		$2.16M Sell
18,638
-1,771
-9% -$206K 0.18% 116
2020
Q2 		$2.35M Buy
20,409
+1,028
+5% +$117K 0.22% 109
2020
Q1 		$2.19M Sell
19,381
-2,189
-10% -$250K 0.31% 79
2019
Q4 		$2.46M Sell
21,570
-590
-3% -$67.2K 0.26% 100
2019
Q3 		$2.53M Buy
22,160
+591
+3% +$67.4K 0.29% 93
2019
Q2 		$2.44M Buy
21,569
+1,682
+8% +$188K 0.28% 91
2019
Q1 		$2.21M Buy
19,887
+4,238
+27% +$465K 0.28% 101
2018
Q4 		$1.71M Buy
15,649
+11,121
+246% +$1.2M 0.23% 115
2018
Q3 		$489K Sell
4,528
-897
-17% -$97.5K 0.05% 287
2018
Q2 		$590K Sell
5,425
-930
-15% -$101K 0.07% 244
2018
Q1 		$692K Sell
6,355
-3,841
-38% -$419K 0.09% 215
2017
Q4 		$1.13M Buy
+10,196
New +$1.13M 0.15% 145

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's MUB Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares National Muni Bond ETF (MUB) stake by 43% in Q3 2025, selling an estimated $2.15M and leaving 27,564 shares worth $2.94M. The position accounts for 1.65% of the portfolio, ranked #20.

Financial Advocates Investment Management first reported a position in MUB in Q4 2017 and has held it in 32 quarters since. The position peaked at $5.24M in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Financial Advocates Investment Management held 27,564 shares of iShares National Muni Bond ETF worth $2.94M as of Q3 2025.
  • Financial Advocates Investment Management sold 20,500 iShares National Muni Bond ETF shares in Q3 2025, an estimated $2.15M.
  • iShares National Muni Bond ETF made up 1.65% of Financial Advocates Investment Management's portfolio in Q3 2025, its #20 holding.
  • Financial Advocates Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 32 quarters since.
  • Financial Advocates Investment Management's iShares National Muni Bond ETF position peaked at $5.24M in Q1 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.