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Holistic Financial Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Holistic Financial 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
-1,958
Closed -$206K – 134
2025
Q1 		$206K Buy
+1,958
New +$208K 0.1% 111
2019
Q2 		– Sell
-11,441
Closed -$1.27M – 98
2019
Q1 		$1.27M Buy
+11,441
New +$1.25M 0.54% 33
2018
Q2 		– Sell
-74
Closed -$8K – 248
2018
Q1 		$8K Hold
74
– – 0.01% 338
2017
Q4 		$8K Buy
+74
New +$8.19K 0.01% 349

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Holistic Financial Partners's MUB Position: Q2 2025 in Review

Holistic Financial Partners sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 1,958 shares — an estimated $206K sold.

Holistic Financial Partners first reported a position in MUB in Q4 2017 and held it in 4 quarters. The position peaked at $1.27M in Q1 2019. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Holistic Financial Partners reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Holistic Financial Partners sold 1,958 iShares National Muni Bond ETF shares in Q2 2025, an estimated $206K.
  • Holistic Financial Partners first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 4 quarters.
  • Holistic Financial Partners's iShares National Muni Bond ETF position peaked at $1.27M in Q1 2019.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Holistic Financial Partners's 13F filing for Q2 2025, filed 5 Aug 2025.