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Financial Counselors Inc’s iShares National Muni Bond ETF MUB Stock Holding History

Financial Counselors Inc’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 		– Sell
-44,644
Closed -$4.71M – 356
2025
Q1 		$4.71M Buy
44,644
+2,821
+7% +$300K 0.07% 202
2024
Q4 		$4.46M Buy
41,823
+8,073
+24% +$867K 0.07% 206
2024
Q3 		$3.67M Buy
33,750
+522
+2% +$56.3K 0.05% 219
2024
Q2 		$3.54M Buy
33,228
+2,452
+8% +$261K 0.06% 212
2024
Q1 		$3.31M Sell
30,776
-431
-1% -$46.5K 0.06% 219
2023
Q4 		$3.38M Buy
31,207
+2,713
+10% +$284K 0.06% 218
2023
Q3 		$2.92M Buy
+28,494
New +$3.01M 0.06% 221

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Financial Counselors Inc's MUB Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 44,644 shares — an estimated $4.71M sold.

Financial Counselors Inc first reported a position in MUB in Q3 2023 and held it in 7 quarters. The position peaked at $4.71M in Q1 2025. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 44,644 iShares National Muni Bond ETF shares in Q2 2025, an estimated $4.71M.
  • Financial Counselors Inc first reported a position in iShares National Muni Bond ETF in Q3 2023 and held it in 7 quarters.
  • Financial Counselors Inc's iShares National Muni Bond ETF position peaked at $4.71M in Q1 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.