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

Guerra 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 Q3	$104K	Buy	+976	New	+$102K	0.04%	125

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Guerra Advisors's MUB Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares National Muni Bond ETF (MUB) in Q3 2025: 976 shares worth $104K. The stake represents 0.04% of the portfolio and ranks #125 among its holdings.

1,536 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Guerra Advisors held 976 shares of iShares National Muni Bond ETF worth $104K as of Q3 2025.
iShares National Muni Bond ETF was a new Guerra Advisors position in Q3 2025.
iShares National Muni Bond ETF made up 0.04% of Guerra Advisors's portfolio in Q3 2025, its #125 holding.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.