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

Lion Street 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	$859K	Sell	7,405 -467	-6%	-$48.9K	0.3%	67
2025 Q2	$822K	Buy	7,872 +538	+7%	+$55.9K	0.25%	91
2025 Q1	$773K	Sell	7,334 -569	-7%	-$60.5K	0.25%	87
2024 Q4	$842K	Sell	7,903 -57	-0.7%	-$6.12K	0.27%	81
2024 Q3	$865K	Buy	7,960 +273	+4%	+$29.4K	0.3%	72
2024 Q2	$819K	Buy	7,687 +408	+6%	+$43.5K	0.3%	72
2024 Q1	$789K	Hold	7,279	–	–	0.32%	67
2023 Q4	$789K	Buy	7,279 +206	+3%	+$21.5K	0.32%	66
2023 Q3	$725K	Sell	7,073 -332	-4%	-$35K	0.24%	83
2023 Q2	$859K	Sell	7,405 -470	-6%	-$50.2K	0.29%	70
2023 Q1	$848K	Buy	+7,875	New	+$841K	0.26%	68
2022 Q4	–	Sell	-2,349	Closed	-$241K	–	163
2022 Q3	$241K	Buy	+2,349	New	+$250K	0.12%	109
2022 Q2	–	Sell	-1,848	Closed	-$203K	–	161
2022 Q1	$203K	Buy	+1,848	New	+$209K	0.1%	140

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lion Street Advisors's MUB Position: Q3 2025 in Review

Lion Street Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 5.9% in Q3 2025, selling an estimated $48.9K and leaving 7,405 shares worth $859K. The position accounts for 0.3% of the portfolio, ranked #67.

Lion Street Advisors first reported a position in MUB in Q1 2022 and has held it in 13 quarters since. The position peaked at $865K in Q3 2024. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Lion Street Advisors held 7,405 shares of iShares National Muni Bond ETF worth $859K as of Q3 2025.
Lion Street Advisors sold 467 iShares National Muni Bond ETF shares in Q3 2025, an estimated $48.9K.
iShares National Muni Bond ETF made up 0.3% of Lion Street Advisors's portfolio in Q3 2025, its #67 holding.
Lion Street Advisors first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 13 quarters since.
Lion Street Advisors's iShares National Muni Bond ETF position peaked at $865K in Q3 2024.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.