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

Lindenwold 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 		$11.2M Buy
105,536
+8,376
+9% +$877K 5.31% 2
2025
Q2 		$10.2M Buy
97,160
+3,035
+3% +$316K 5.27% 2
2025
Q1 		$9.92M Buy
94,125
+966
+1% +$103K 5.53% 2
2024
Q4 		$9.93M Sell
93,159
-19,664
-17% -$2.11M 5.3% 3
2024
Q3 		$12.3M Buy
112,823
+4,465
+4% +$481K 6.17% 2
2024
Q2 		$11.5M Buy
108,358
+3,023
+3% +$322K 6.16% 2
2024
Q1 		$11.3M Buy
105,335
+22,872
+28% +$2.47M 6.06% 2
2023
Q4 		$8.94M Buy
82,463
+795
+1% +$83.1K 5.08% 2
2023
Q3 		$8.37M Buy
81,668
+14,346
+21% +$1.51M 5.21% 2
2023
Q2 		$7.19M Buy
67,322
+38,045
+130% +$4.07M 4.4% 3
2023
Q1 		$3.15M Buy
29,277
+12,192
+71% +$1.3M 1.96% 10
2022
Q4 		$1.8M Sell
17,085
-335
-2% -$34.9K 1.21% 30
2022
Q3 		$1.79M Buy
17,420
+5,425
+45% +$577K 1.32% 20
2022
Q2 		$1.28M Buy
11,995
+1,003
+9% +$107K 0.91% 42
2022
Q1 		$1.21M Buy
10,992
+552
+5% +$62.3K 0.74% 46
2021
Q4 		$1.21M Buy
+10,440
New +$1.21M 0.71% 48

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

Lindenwold Advisors's MUB Position: Q3 2025 in Review

Lindenwold Advisors increased its iShares National Muni Bond ETF (MUB) stake by 8.6% in Q3 2025, buying an estimated $877K and bringing the position to 105,536 shares worth $11.2M. The position accounts for 5.31% of the portfolio, ranked #2.

Lindenwold Advisors first reported a position in MUB in Q4 2021 and has held it in 16 quarters since. The position peaked at $12.3M in Q3 2024. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Lindenwold Advisors held 105,536 shares of iShares National Muni Bond ETF worth $11.2M as of Q3 2025.
  • Lindenwold Advisors bought 8,376 iShares National Muni Bond ETF shares in Q3 2025, an estimated $877K.
  • iShares National Muni Bond ETF made up 5.31% of Lindenwold Advisors's portfolio in Q3 2025, its #2 holding.
  • Lindenwold Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 16 quarters since.
  • Lindenwold Advisors's iShares National Muni Bond ETF position peaked at $12.3M in Q3 2024.
  • 1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Lindenwold Advisors's 13F filing for Q3 2025, filed 16 Dec 2025.