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Kathleen S. Wright Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Kathleen S. Wright 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
Q3 		$186K Sell
1,748
-18
-1% -$1.88K 0.07% 111
2025
Q2 		$185K Sell
1,766
-445
-20% -$46.3K 0.07% 110
2025
Q1 		$233K Buy
2,211
+109
+5% +$11.6K 0.1% 104
2024
Q4 		$224K Sell
2,102
-3
-0.1% -$322 0.09% 108
2024
Q3 		$229K Buy
2,105
+78
+4% +$8.41K 0.09% 107
2024
Q2 		$216K Buy
2,027
+14
+0.7% +$1.49K 0.1% 105
2024
Q1 		$217K Buy
2,013
+1
+0% +$108 0.1% 100
2023
Q4 		$218K Buy
2,012
+545
+37% +$57K 0.11% 95
2023
Q3 		$150K Hold
1,467
– – 0.08% 100
2023
Q2 		$157K Sell
1,467
-163
-10% -$17.4K 0.1% 82
2023
Q1 		$176K Sell
1,630
-80
-5% -$8.55K 0.12% 80
2022
Q4 		$180K Sell
1,710
-75
-4% -$7.82K 0.12% 87
2022
Q3 		$183K Buy
1,785
+877
+97% +$93.2K 0.15% 81
2022
Q2 		$97K Buy
908
+412
+83% +$44K 0.08% 91
2022
Q1 		$54K Buy
496
+94
+23% +$10.6K 0.04% 104
2021
Q4 		$47K Buy
+402
New +$46.7K 0.03% 103

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kathleen S. Wright Associates's MUB Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its iShares National Muni Bond ETF (MUB) stake by 1% in Q3 2025, selling an estimated $1.88K and leaving 1,748 shares worth $186K. The position accounts for 0.07% of the portfolio, ranked #111.

Kathleen S. Wright Associates first reported a position in MUB in Q4 2021 and has held it in 16 quarters since. The position peaked at $233K in Q1 2025. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Kathleen S. Wright Associates held 1,748 shares of iShares National Muni Bond ETF worth $186K as of Q3 2025.
  • Kathleen S. Wright Associates sold 18 iShares National Muni Bond ETF shares in Q3 2025, an estimated $1.88K.
  • iShares National Muni Bond ETF made up 0.07% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #111 holding.
  • Kathleen S. Wright Associates first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's iShares National Muni Bond ETF position peaked at $233K in Q1 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.