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Laird Norton Wetherby Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Laird Norton Wetherby 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
Q3 		$894K Buy
8,394
+132
+2% +$13.8K 0.04% 411
2025
Q2 		$863K Buy
+8,262
New +$859K 0.04% 401
2024
Q4 		$602K Hold
5,653
– – 0.03% 473
2024
Q3 		$614K Hold
5,653
– – 0.03% 495
2024
Q2 		$602K Sell
5,653
-20
-0.4% -$2.13K 0.03% 484
2024
Q1 		$610K Buy
5,673
+20
+0.4% +$2.16K 0.03% 498
2023
Q4 		$613K Sell
5,653
-80,292
-93% -$8.39M 0.03% 477
2023
Q3 		$8.81M Sell
85,945
-42
-0% -$4.43K 0.5% 28
2023
Q2 		$9.18M Buy
85,987
+101
+0.1% +$10.8K 0.49% 30
2023
Q1 		$9.25M Buy
85,886
+73
+0.1% +$7.8K 0.54% 24
2022
Q4 		$9.05M Buy
85,813
+4,895
+6% +$510K 0.58% 22
2022
Q3 		$8.3M Buy
+80,918
New +$8.6M 0.59% 20
2022
Q2 		– Sell
-4,456
Closed -$489K – 959
2022
Q1 		$489K Buy
4,456
+926
+26% +$105K 0.03% 528
2021
Q4 		$410K Sell
3,530
-1,910
-35% -$222K 0.02% 599
2021
Q3 		$632K Hold
5,440
– – 0.04% 432
2021
Q2 		$638K Hold
5,440
– – 0.04% 429
2021
Q1 		$631K Sell
5,440
-831
-13% -$96.9K 0.05% 371
2020
Q4 		$735K Hold
6,271
– – 0.05% 349
2020
Q3 		$727K Sell
6,271
-23
-0.4% -$2.67K 0.06% 289
2020
Q2 		$726K Sell
6,294
-17,920
-74% -$2.03M 0.07% 274
2020
Q1 		$2.74M Buy
24,214
+9,897
+69% +$1.13M 0.31% 71
2019
Q4 		$1.63M Sell
14,317
-365
-2% -$41.6K 0.16% 145
2019
Q3 		$1.68M Buy
+14,682
New +$1.68M 0.17% 135
2018
Q1 		– Sell
-68
Closed -$8K – 673
2017
Q4 		$8K Hold
68
– – ﹤0.01% 655
2017
Q3 		$8K Buy
+68
New +$7.54K ﹤0.01% 631

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's MUB Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 1.6% in Q3 2025, buying an estimated $13.8K and bringing the position to 8,394 shares worth $894K. The position accounts for 0.04% of the portfolio, ranked #411.

Laird Norton Wetherby Wealth Management first reported a position in MUB in Q3 2017 and has held it in 25 quarters since. The position peaked at $9.25M in Q1 2023. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 8,394 shares of iShares National Muni Bond ETF worth $894K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 132 iShares National Muni Bond ETF shares in Q3 2025, an estimated $13.8K.
  • iShares National Muni Bond ETF made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #411 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2017 and has held it in 25 quarters since.
  • Laird Norton Wetherby Wealth Management's iShares National Muni Bond ETF position peaked at $9.25M in Q1 2023.
  • 1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.