Future Financial Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Future Financial Wealth 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	-604	Closed	-$64.3K	–	312
2025 Q3	$64.3K	Hold	604	–	–	0.04%	226
2025 Q2	$63.1K	Hold	604	–	–	0.04%	215
2025 Q1	$63.7K	Hold	604	–	–	0.05%	208
2024 Q4	$64.4K	Hold	604	–	–	0.05%	214
2024 Q3	$65.6K	Buy	+604	New	+$65.1K	0.05%	222
2024 Q2	–	Sell	-604	Closed	-$65K	–	326
2024 Q1	$65K	Buy	+604	New	+$65.2K	0.05%	229

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Future Financial Wealth Management's MUB Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 604 shares — an estimated $64.3K sold.

Future Financial Wealth Management first reported a position in MUB in Q1 2024 and held it in 6 quarters. The position peaked at $65.6K in Q3 2024. 1,631 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 604 iShares National Muni Bond ETF shares in Q4 2025, an estimated $64.3K.
Future Financial Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2024 and held it in 6 quarters.
Future Financial Wealth Management's iShares National Muni Bond ETF position peaked at $65.6K in Q3 2024.
1,631 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.