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

FSA 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	-4,263	Closed	-$454K	–	234
2025 Q3	$454K	Sell	4,263 -341	-7%	-$35.7K	0.36%	81
2025 Q2	$481K	Buy	4,604 +297	+7%	+$30.9K	0.39%	80
2025 Q1	$454K	Sell	4,307 -408	-9%	-$43.4K	0.36%	87
2024 Q4	$502K	Buy	4,715 +13	+0.3%	+$1.4K	0.61%	60
2024 Q3	$508K	Buy	4,702 +264	+6%	+$28.4K	0.51%	67
2024 Q2	$474K	Buy	4,438 +408	+10%	+$43.5K	0.49%	65
2024 Q1	$434K	Buy	4,030 +115	+3%	+$12.4K	0.46%	66
2023 Q4	$424K	Buy	+3,915	New	+$409K	0.53%	58

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

FSA Advisors's MUB Position: Q4 2025 in Review

FSA Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 4,263 shares — an estimated $454K sold.

FSA Advisors first reported a position in MUB in Q4 2023 and held it in 8 quarters. The position peaked at $508K in Q3 2024. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

FSA Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
FSA Advisors sold 4,263 iShares National Muni Bond ETF shares in Q4 2025, an estimated $454K.
FSA Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 8 quarters.
FSA Advisors's iShares National Muni Bond ETF position peaked at $508K in Q3 2024.
1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on FSA Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.