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LGT Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

LGT Financial 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
Q4 		– Sell
-96
Closed -$10.2K – 335
2025
Q3 		$10.2K Sell
96
-246
-72% -$25.7K 0.02% 227
2025
Q2 		$35.8K Buy
342
+73
+27% +$7.59K 0.09% 120
2025
Q1 		$28.4K Sell
269
-958
-78% -$102K 0.09% 130
2024
Q4 		$131K Buy
1,227
+246
+25% +$26.4K 0.29% 69
2024
Q3 		$107K Sell
981
-3
-0.3% -$323 0.26% 66
2024
Q2 		$105K Sell
984
-175
-15% -$18.6K 0.22% 80
2024
Q1 		$125K Buy
1,159
+541
+88% +$58.4K 0.14% 158
2023
Q4 		$67.1K Buy
618
+315
+104% +$32.9K 0.08% 192
2023
Q3 		$31.1K Sell
303
-112
-27% -$11.8K 0.04% 270
2023
Q2 		$44.3K Buy
+415
New +$44.4K 0.05% 168
2023
Q1 		– Sell
-135
Closed -$14.2K – 162
2022
Q4 		$14.2K Buy
+135
New +$14.1K 0.02% 159

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 $424B AUM 22.94% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LGT Financial Advisors's MUB Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 96 shares — an estimated $10.2K sold.

LGT Financial Advisors first reported a position in MUB in Q4 2022 and held it in 11 quarters. The position peaked at $131K in Q4 2024. 1,628 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 96 iShares National Muni Bond ETF shares in Q4 2025, an estimated $10.2K.
  • LGT Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's iShares National Muni Bond ETF position peaked at $131K in Q4 2024.
  • 1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.