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Lebenthal Global Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Lebenthal Global 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
Q3 		– Sell
-166,003
Closed -$17.3M – 208
2025
Q2 		$17.3M Sell
166,003
-8,864
-5% -$922K 3.24% 7
2025
Q1 		$18.4M Sell
174,867
-6,012
-3% -$639K 3.46% 10
2024
Q4 		$19.3M Buy
180,879
+7,406
+4% +$796K 3.52% 9
2024
Q3 		$18.8M Sell
173,473
-27,114
-14% -$2.92M 3.83% 9
2024
Q2 		$21.4M Sell
200,587
-6,146
-3% -$655K 4.68% 7
2024
Q1 		$22.2M Buy
206,733
+42,333
+26% +$4.57M 4.94% 7
2023
Q4 		$17.8M Sell
164,400
-70,219
-30% -$7.34M 4.14% 7
2023
Q3 		$24.1M Buy
234,619
+14,500
+7% +$1.53M 7.24% 4
2023
Q2 		$23.5M Buy
220,119
+11,911
+6% +$1.27M 6.81% 5
2023
Q1 		$22.4M Buy
208,208
+45,775
+28% +$4.89M 6.87% 5
2022
Q4 		$17.1M Buy
162,433
+76,026
+88% +$7.92M 5.65% 6
2022
Q3 		$8.86M Buy
+86,407
New +$9.19M 4.06% 9

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

Lebenthal Global Advisors's MUB Position: Q3 2025 in Review

Lebenthal Global Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 166,003 shares — an estimated $17.3M sold.

Lebenthal Global Advisors first reported a position in MUB in Q3 2022 and held it in 12 quarters. The position peaked at $24.1M in Q3 2023. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Lebenthal Global Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Lebenthal Global Advisors sold 166,003 iShares National Muni Bond ETF shares in Q3 2025, an estimated $17.3M.
  • Lebenthal Global Advisors first reported a position in iShares National Muni Bond ETF in Q3 2022 and held it in 12 quarters.
  • Lebenthal Global Advisors's iShares National Muni Bond ETF position peaked at $24.1M in Q3 2023.
  • 1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Lebenthal Global Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.