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

Five Oceans 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 Q4	–	Sell	-1,944	Closed	-$207K	–	200
2025 Q3	$207K	Sell	1,944 -40	-2%	-$4.19K	0.08%	177
2025 Q2	$207K	Sell	1,984 -7	-0.4%	-$728	0.09%	177
2025 Q1	$210K	Sell	1,991 -216	-10%	-$23K	0.1%	162
2024 Q4	$235K	Buy	2,207 +93	+4%	+$9.99K	0.11%	139
2024 Q3	$230K	Buy	2,114 +57	+3%	+$6.14K	0.11%	165
2024 Q2	$219K	Buy	2,057 +71	+4%	+$7.56K	0.11%	150
2024 Q1	$214K	Buy	+1,986	New	+$214K	0.11%	175
2022 Q4	–	Sell	-2,187	Closed	-$224K	–	151
2022 Q3	$224K	Buy	2,187 +303	+16%	+$32.2K	0.18%	113
2022 Q2	$200K	Buy	+1,884	New	+$201K	0.15%	119

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Five Oceans Advisors's MUB Position: Q4 2025 in Review

Five Oceans Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 1,944 shares — an estimated $207K sold.

Five Oceans Advisors first reported a position in MUB in Q2 2022 and held it in 9 quarters. The position peaked at $235K in Q4 2024. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

Five Oceans Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Five Oceans Advisors sold 1,944 iShares National Muni Bond ETF shares in Q4 2025, an estimated $207K.
Five Oceans Advisors first reported a position in iShares National Muni Bond ETF in Q2 2022 and held it in 9 quarters.
Five Oceans Advisors's iShares National Muni Bond ETF position peaked at $235K in Q4 2024.
1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Five Oceans Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.