Granite Bay Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Granite Bay 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 Q2	–	Sell	-2,000	Closed	-$211K	–	75
2025 Q1	$211K	Hold	2,000	–	–	0.07%	70
2024 Q4	$213K	Buy	+2,000	New	+$215K	0.08%	72
2024 Q3	–	Sell	-2,104	Closed	-$224K	–	61
2024 Q2	$224K	Buy	2,104 +4	+0.2%	+$426	0.12%	63
2024 Q1	$226K	Sell	2,100 -130,200	-98%	-$14M	0.13%	73
2023 Q4	$13.8M	Sell	132,300 -80	-0.1%	-$8.36K	0.12%	70
2023 Q3	$14M	Buy	+132,380	New	+$14M	0.14%	71
2023 Q2	–	Sell	-2,100	Closed	-$226K	–	64
2023 Q1	$226K	Hold	2,100	–	–	0.16%	69
2022 Q4	$222K	Sell	2,100 -500	-19%	-$52.1K	0.14%	61
2022 Q3	$267K	Hold	2,600	–	–	0.21%	45
2022 Q2	$277K	Hold	2,600	–	–	0.21%	43
2022 Q1	$285K	Hold	2,600	–	–	0.23%	47
2021 Q4	$302K	Buy	+2,600	New	+$302K	0.3%	42

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Granite Bay Wealth Management's MUB Position: Q2 2025 in Review

Granite Bay Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 2,000 shares — an estimated $211K sold.

Granite Bay Wealth Management first reported a position in MUB in Q4 2021 and held it in 12 quarters. The position peaked at $14M in Q3 2023. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Granite Bay Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Granite Bay Wealth Management sold 2,000 iShares National Muni Bond ETF shares in Q2 2025, an estimated $211K.
Granite Bay Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 12 quarters.
Granite Bay Wealth Management's iShares National Muni Bond ETF position peaked at $14M in Q3 2023.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Granite Bay Wealth Management's 13F filing for Q2 2025, filed 8 Jul 2025.