Glass Jacobson Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Glass Jacobson Investment 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	-1,196	Closed	-$127K	–	605
2025 Q3	$127K	Buy	1,196 +6	+0.5%	+$628	0.05%	219
2025 Q2	$124K	Hold	1,190	–	–	0.05%	212
2025 Q1	$127K	Hold	1,190	–	–	0.04%	271
2024 Q4	$127K	Buy	1,190 +236	+25%	+$25.4K	0.04%	271
2024 Q3	$104K	Buy	954 +7	+0.7%	+$754	0.03%	272
2024 Q2	$101K	Buy	947 +475	+101%	+$50.6K	0.04%	266
2024 Q1	$50.8K	Buy	472 +232	+97%	+$25K	0.02%	346
2023 Q4	$26K	Hold	240	–	–	0.01%	416
2023 Q3	$24.6K	Sell	240 -278	-54%	-$29.3K	0.01%	409
2023 Q2	$55.3K	Buy	+518	New	+$55.4K	0.03%	321

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

Glass Jacobson Investment Advisors's MUB Position: Q4 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 1,196 shares — an estimated $127K sold.

Glass Jacobson Investment Advisors first reported a position in MUB in Q2 2023 and held it in 10 quarters. The position peaked at $127K in Q3 2025. 1,628 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

Glass Jacobson Investment Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 1,196 iShares National Muni Bond ETF shares in Q4 2025, an estimated $127K.
Glass Jacobson Investment Advisors first reported a position in iShares National Muni Bond ETF in Q2 2023 and held it in 10 quarters.
Glass Jacobson Investment Advisors's iShares National Muni Bond ETF position peaked at $127K in Q3 2025.
1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.