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

Horan Capital 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 Q1	$369K	Sell	3,501 -338	-9%	-$35.9K	0.12%	88
2024 Q4	$409K	Sell	3,839 -162	-4%	-$17.4K	0.14%	79
2024 Q3	$435K	Hold	4,001	–	–	0.14%	83
2024 Q2	$426K	Hold	4,001	–	–	0.15%	81
2024 Q1	$431K	Sell	4,001 -1,966	-33%	-$212K	0.15%	80
2023 Q4	$647K	Sell	5,967 -378	-6%	-$39.5K	0.24%	63
2023 Q3	$651K	Sell	6,345 -434	-6%	-$45.8K	0.26%	66
2023 Q2	$724K	Hold	6,779	–	–	0.28%	64
2023 Q1	$730K	Buy	+6,779	New	+$724K	0.3%	63
2022 Q4	–	Sell	-3,370	Closed	-$346K	–	95
2022 Q3	$346K	Buy	+3,370	New	+$358K	0.17%	71

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Horan Capital Advisors's MUB Position: Q1 2025 in Review

Horan Capital Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 8.8% in Q1 2025, selling an estimated $35.9K and leaving 3,501 shares worth $369K. The position accounts for 0.12% of the portfolio, ranked #88.

Horan Capital Advisors first reported a position in MUB in Q3 2022 and has held it in 10 quarters since. The position peaked at $730K in Q1 2023. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Horan Capital Advisors held 3,501 shares of iShares National Muni Bond ETF worth $369K as of Q1 2025.
Horan Capital Advisors sold 338 iShares National Muni Bond ETF shares in Q1 2025, an estimated $35.9K.
iShares National Muni Bond ETF made up 0.12% of Horan Capital Advisors's portfolio in Q1 2025, its #88 holding.
Horan Capital Advisors first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 10 quarters since.
Horan Capital Advisors's iShares National Muni Bond ETF position peaked at $730K in Q1 2023.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.