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

HighMark 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
Q4 		– Sell
-41
Closed -$4.39K – 633
2025
Q3 		$4.39K Buy
+41
New +$4.29K ﹤0.01% 414

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighMark Wealth Management's MUB Position: Q4 2025 in Review

HighMark Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 41 shares — an estimated $4.39K sold.

HighMark Wealth Management first reported a position in MUB in Q3 2025 and held it in 1 quarter. The position peaked at $4.39K in Q3 2025. 1,631 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • HighMark Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 41 iShares National Muni Bond ETF shares in Q4 2025, an estimated $4.39K.
  • HighMark Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2025 and held it in 1 quarter.
  • HighMark Wealth Management's iShares National Muni Bond ETF position peaked at $4.39K in Q3 2025.
  • 1,631 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.