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

Freedom 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
Q4 		– Sell
-3,320
Closed -$354K – 138
2025
Q3 		$354K Sell
3,320
-4,114
-55% -$431K 0.09% 102
2025
Q2 		$777K Sell
7,434
-213
-3% -$22.1K 0.06% 315
2025
Q1 		$806K Sell
7,647
-456
-6% -$48.5K 0.07% 297
2024
Q4 		$863K Buy
8,103
+452
+6% +$48.6K 0.07% 279
2024
Q3 		$831K Sell
7,651
-193
-2% -$20.8K 0.07% 296
2024
Q2 		$836K Buy
7,844
+1,522
+24% +$162K 0.07% 285
2024
Q1 		$680K Buy
6,322
+2,653
+72% +$286K 0.05% 354
2023
Q4 		$398K Buy
+3,669
New +$383K 0.03% 493
2023
Q3 		– Sell
-2,500
Closed -$267K – 732
2023
Q2 		$267K Buy
2,500
+21
+0.8% +$2.25K 0.03% 579
2023
Q1 		$267K Buy
+2,479
New +$265K 0.03% 581
2022
Q4 		– Sell
-2,538
Closed -$260K – 761
2022
Q3 		$260K Sell
2,538
-311
-11% -$33.1K 0.03% 599
2022
Q2 		$303K Sell
2,849
-41
-1% -$4.38K 0.03% 587
2022
Q1 		$317K Sell
2,890
-76
-3% -$8.58K 0.03% 600
2021
Q4 		$345K Sell
2,966
-125
-4% -$14.5K 0.03% 631
2021
Q3 		$359K Sell
3,091
-148
-5% -$17.4K 0.03% 593
2021
Q2 		$380K Sell
3,239
-63
-2% -$7.36K 0.03% 628
2021
Q1 		$383K Buy
3,302
+79
+2% +$9.21K 0.03% 605
2020
Q4 		$378K Sell
3,223
-605
-16% -$70.3K 0.04% 412
2020
Q3 		$444K Sell
3,828
-777
-17% -$90.3K 0.05% 310
2020
Q2 		$531K Sell
4,605
-2,226
-33% -$253K 0.06% 259
2020
Q1 		$789K Sell
6,831
-73
-1% -$8.33K 0.07% 234
2019
Q4 		$786K Sell
6,904
-521
-7% -$59.3K 0.07% 242
2019
Q3 		$847K Sell
7,425
-398
-5% -$45.4K 0.07% 241
2019
Q2 		$885K Buy
7,823
+327
+4% +$36.6K 0.07% 239
2019
Q1 		$834K Buy
7,496
+149
+2% +$16.3K 0.07% 276
2018
Q4 		$801K Sell
7,347
-7,223
-50% -$777K 0.06% 311
2018
Q3 		$1.58M Sell
14,570
-454
-3% -$49.3K 0.1% 203
2018
Q2 		$1.64M Buy
15,024
+311
+2% +$33.8K 0.1% 217
2018
Q1 		$1.6M Buy
14,713
+155
+1% +$16.9K 0.08% 230
2017
Q4 		$1.61M Buy
14,558
+1,333
+10% +$148K 0.08% 210
2017
Q3 		$1.47M Buy
13,225
+1,194
+10% +$132K 0.08% 212
2017
Q2 		$1.32M Buy
12,031
+528
+5% +$58.1K 0.08% 218
2017
Q1 		$1.25M Sell
11,503
-50
-0.4% -$5.42K 0.07% 231
2016
Q4 		$1.25M Sell
11,553
-393
-3% -$43K 0.08% 192
2016
Q3 		$1.35M Buy
11,946
+1,937
+19% +$219K 0.09% 163
2016
Q2 		$1.14M Buy
10,009
+2,743
+38% +$309K 0.08% 187
2016
Q1 		$811K Buy
7,266
+1,104
+18% +$123K 0.06% 258
2015
Q4 		$682K Sell
6,162
-13,556
-69% -$1.49M 0.05% 299
2015
Q3 		$1.84M Buy
19,718
+15,038
+321% +$1.64M 0.19% 65
2015
Q2 		$506K Buy
4,680
+82
+2% +$8.94K 0.05% 341
2015
Q1 		$509K Buy
4,598
+17
+0.4% +$1.88K 0.06% 301
2014
Q4 		$506K Buy
4,581
+380
+9% +$41.8K 0.07% 283
2014
Q3 		$461K Sell
4,201
-36
-0.8% -$3.93K 0.08% 254
2014
Q2 		$460K Sell
4,237
-479
-10% -$51.8K 0.08% 255
2014
Q1 		$505K Sell
4,716
-756
-14% -$80.3K 0.11% 188
2013
Q4 		$568K Buy
5,472
+267
+5% +$27.9K 0.14% 135
2013
Q3 		$544K Sell
5,205
-9,898
-66% -$1.02M 0.16% 110
2013
Q2 		$1.59M Buy
+15,103
New +$1.65M 0.54% 31

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Freedom Investment Management's MUB Position: Q4 2025 in Review

Freedom Investment Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 3,320 shares — an estimated $354K sold.

Freedom Investment Management first reported a position in MUB in Q2 2013 and held it in 48 quarters. The position peaked at $1.84M in Q3 2015. 1,628 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • Freedom Investment Management reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Freedom Investment Management sold 3,320 iShares National Muni Bond ETF shares in Q4 2025, an estimated $354K.
  • Freedom Investment Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and held it in 48 quarters.
  • Freedom Investment Management's iShares National Muni Bond ETF position peaked at $1.84M in Q3 2015.
  • 1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Freedom Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.