Highline Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Highline Wealth Partners’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	-1	Closed	-$85	–	1015
2025 Q1	$85	Sell	1 -631	-100%	-$67.1K	﹤0.01%	1005
2024 Q4	$67.3K	Sell	632 -1,068	-63%	-$115K	0.02%	119
2024 Q3	$185K	Sell	1,700 -575	-25%	-$62K	0.06%	98
2024 Q2	$242K	Buy	2,275 +11	+0.5%	+$1.17K	0.09%	91
2024 Q1	$244K	Buy	2,264 +8	+0.4%	+$863	0.1%	93
2023 Q4	$245K	Buy	2,256 +502	+29%	+$52.5K	0.12%	91
2023 Q3	$180K	Buy	1,754 +704	+67%	+$74.3K	0.11%	89
2023 Q2	$112K	Hold	1,050	–	–	0.07%	96
2023 Q1	$113K	Hold	1,050	–	–	0.08%	94
2022 Q4	$111K	Hold	1,050	–	–	0.08%	99
2022 Q3	$108K	Buy	+1,050	New	+$112K	0.09%	87

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

Highline Wealth Partners's MUB Position: Q2 2025 in Review

Highline Wealth Partners sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 1 share — an estimated $85 sold.

Highline Wealth Partners first reported a position in MUB in Q3 2022 and held it in 11 quarters. The position peaked at $245K in Q4 2023. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Highline Wealth Partners reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Highline Wealth Partners sold 1 iShares National Muni Bond ETF share in Q2 2025, an estimated $85.
Highline Wealth Partners first reported a position in iShares National Muni Bond ETF in Q3 2022 and held it in 11 quarters.
Highline Wealth Partners's iShares National Muni Bond ETF position peaked at $245K in Q4 2023.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Highline Wealth Partners's 13F filing for Q2 2025, filed 16 Jul 2025.