Garden State Investment Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Garden State Investment Advisory Services’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 Q3	–	Sell	-12,469	Closed	-$1.31M	–	335
2025 Q2	$1.31M	Sell	12,469 -8,170	-40%	-$849K	0.33%	66
2025 Q1	$2.18M	Sell	20,639 -2,302	-10%	-$245K	0.7%	39
2024 Q4	$2.45M	Buy	22,941 +300	+1%	+$32.2K	0.73%	34
2024 Q3	$2.46M	Sell	22,641 -18	-0.1%	-$1.94K	0.79%	27
2024 Q2	$2.42M	Buy	22,659 +54	+0.2%	+$5.75K	0.83%	27
2024 Q1	$2.44M	Sell	22,605 -92	-0.4%	-$9.93K	0.89%	25
2023 Q4	$2.46M	Buy	22,697 +229	+1%	+$23.9K	0.98%	23
2023 Q3	$2.3M	Sell	22,468 -2,051	-8%	-$216K	1.06%	21
2023 Q2	$2.62M	Sell	24,519 -369	-1%	-$39.4K	1.03%	21
2023 Q1	$2.68M	Buy	24,888 +2,193	+10%	+$234K	1.16%	19
2022 Q4	$2.39M	Buy	+22,695	New	+$2.37M	1.42%	13

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 22.9% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Garden State Investment Advisory Services's MUB Position: Q3 2025 in Review

Garden State Investment Advisory Services sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 12,469 shares — an estimated $1.31M sold.

Garden State Investment Advisory Services first reported a position in MUB in Q4 2022 and held it in 11 quarters. The position peaked at $2.68M in Q1 2023. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Garden State Investment Advisory Services reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Garden State Investment Advisory Services sold 12,469 iShares National Muni Bond ETF shares in Q3 2025, an estimated $1.31M.
Garden State Investment Advisory Services first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 11 quarters.
Garden State Investment Advisory Services's iShares National Muni Bond ETF position peaked at $2.68M in Q1 2023.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Garden State Investment Advisory Services's 13F filing for Q3 2025, filed 14 Nov 2025.