Investment Management Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Investment Management Associates’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	-33,191	Closed	-$3.53M	–	31
2025 Q3	$3.53M	Hold	33,191	–	–	1.04%	21
2025 Q2	$3.47M	Hold	33,191	–	–	1.16%	18
2025 Q1	$3.5M	Hold	33,191	–	–	1.43%	17
2024 Q4	$3.54M	Hold	33,191	–	–	1.54%	16
2024 Q3	$3.61M	Hold	33,191	–	–	1.41%	18
2024 Q2	$3.54M	Hold	33,191	–	–	1.21%	20
2024 Q1	$3.57M	Sell	33,191 -2,126	-6%	-$229K	1.23%	19
2023 Q4	$3.83M	Sell	35,317 -19,319	-35%	-$2.02M	1.48%	20
2023 Q3	$5.6M	Hold	54,636	–	–	2.34%	17
2023 Q2	$5.83M	Hold	54,636	–	–	2.12%	18
2023 Q1	$5.89M	Buy	54,636 +2,126	+4%	+$227K	2.43%	17
2022 Q4	$5.54M	Buy	52,510 +39,387	+300%	+$4.1M	2.32%	20
2022 Q3	$1.35M	Sell	13,123 -39,466	-75%	-$4.2M	0.63%	27
2022 Q2	$5.71M	Hold	52,589	–	–	2.46%	19
2022 Q1	$5.77M	Buy	52,589 +35,197	+202%	+$3.97M	2.56%	17
2021 Q4	$2.02M	Hold	17,392	–	–	0.92%	27
2021 Q3	$2.02M	Hold	17,392	–	–	1.05%	28
2021 Q2	$2.04M	Hold	17,392	–	–	1.06%	28
2021 Q1	$2.02M	Buy	17,392 +4,269	+33%	+$498K	1.18%	26
2020 Q4	$1.54M	Buy	+13,123	New	+$1.52M	1.15%	29

Other funds holding MUB

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Investment Management Associates's MUB Position: Q4 2025 in Review

Investment Management Associates sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 33,191 shares — an estimated $3.53M sold.

Investment Management Associates first reported a position in MUB in Q4 2020 and held it in 20 quarters. The position peaked at $5.89M in Q1 2023. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

Investment Management Associates reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Investment Management Associates sold 33,191 iShares National Muni Bond ETF shares in Q4 2025, an estimated $3.53M.
Investment Management Associates first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 20 quarters.
Investment Management Associates's iShares National Muni Bond ETF position peaked at $5.89M in Q1 2023.
1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Investment Management Associates's 13F filing for Q4 2025, filed 3 Feb 2026.