Harvey Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Harvey Capital 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	-2,510	Closed	-$267K	–	89
2025 Q3	$267K	Hold	2,510	–	–	0.06%	80
2025 Q2	$262K	Hold	2,510	–	–	0.06%	74
2025 Q1	$265K	Hold	2,510	–	–	0.07%	74
2024 Q4	$267K	Hold	2,510	–	–	0.06%	77
2024 Q3	$273K	Sell	2,510 -90	-3%	-$9.7K	0.07%	69
2024 Q2	$277K	Hold	2,600	–	–	0.07%	71
2024 Q1	$280K	Hold	2,600	–	–	0.08%	70
2023 Q4	$282K	Sell	2,600 -2,300	-47%	-$240K	0.09%	66
2023 Q3	$502K	Hold	4,900	–	–	0.18%	58
2023 Q2	$523K	Hold	4,900	–	–	0.19%	60
2023 Q1	$528K	Hold	4,900	–	–	0.21%	59
2022 Q4	$517K	Hold	4,900	–	–	0.22%	59
2022 Q3	$502K	Sell	4,900 -300	-6%	-$31.9K	0.22%	60
2022 Q2	$553K	Hold	5,200	–	–	0.22%	57
2022 Q1	$570K	Sell	5,200 -300	-5%	-$33.9K	0.18%	54
2021 Q4	$639K	Hold	5,500	–	–	0.2%	56
2021 Q3	$638K	Buy	+5,500	New	+$645K	0.22%	57
2021 Q2	–	Sell	-6,500	Closed	-$754K	–	81
2021 Q1	$754K	Hold	6,500	–	–	0.27%	58
2020 Q4	$761K	Hold	6,500	–	–	0.31%	53
2020 Q3	$753K	Hold	6,500	–	–	0.34%	54
2020 Q2	$750K	Hold	6,500	–	–	0.37%	47
2020 Q1	$734K	Hold	6,500	–	–	0.5%	41
2019 Q4	$740K	Hold	6,500	–	–	0.33%	50
2019 Q3	$741K	Hold	6,500	–	–	0.37%	47
2019 Q2	$735K	Hold	6,500	–	–	0.35%	48
2019 Q1	$722K	Buy	+6,500	New	+$713K	0.35%	50

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

Harvey Capital Management's MUB Position: Q4 2025 in Review

Harvey Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 2,510 shares — an estimated $267K sold.

Harvey Capital Management first reported a position in MUB in Q1 2019 and held it in 26 quarters. The position peaked at $761K in Q4 2020. 1,631 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

Harvey Capital Management reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Harvey Capital Management sold 2,510 iShares National Muni Bond ETF shares in Q4 2025, an estimated $267K.
Harvey Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2019 and held it in 26 quarters.
Harvey Capital Management's iShares National Muni Bond ETF position peaked at $761K in Q4 2020.
1,631 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Harvey Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.