Litman Gregory Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Litman Gregory 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 Q4	$85.7K	Buy	+800	New	+$85.7K	0.01%	191
2021 Q2	–	Sell	-41	Closed	-$5K	–	143
2021 Q1	$5K	Hold	41	–	–	﹤0.01%	165
2020 Q4	$5K	Buy	41 +19	+86%	+$2.21K	﹤0.01%	165
2020 Q3	$3K	Hold	22	–	–	﹤0.01%	190
2020 Q2	$3K	Hold	22	–	–	﹤0.01%	157
2020 Q1	$2K	Sell	22 -88	-80%	-$10K	﹤0.01%	154
2019 Q4	$13K	Buy	110 +89	+424%	+$10.1K	﹤0.01%	139
2019 Q3	$2K	Buy	+21	New	+$2.4K	﹤0.01%	186
2018 Q4	–	Sell	-413	Closed	-$45K	–	152
2018 Q3	$45K	Hold	413	–	–	0.02%	58
2018 Q2	$45K	Sell	413 -1,384	-77%	-$150K	0.02%	54
2018 Q1	$196K	Buy	+1,797	New	+$196K	0.08%	34

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Litman Gregory Wealth Management's MUB Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in iShares National Muni Bond ETF (MUB) in Q4 2025: 800 shares worth $85.7K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in MUB as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in MUB in Q1 2018 and has held it in 11 quarters since. The position peaked at $196K in Q1 2018. 1,631 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

Litman Gregory Wealth Management held 800 shares of iShares National Muni Bond ETF worth $85.7K as of Q4 2025.
iShares National Muni Bond ETF was a new Litman Gregory Wealth Management position in Q4 2025.
iShares National Muni Bond ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #191 holding.
Litman Gregory Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2018 and has held it in 11 quarters since.
Litman Gregory Wealth Management's iShares National Muni Bond ETF position peaked at $196K in Q1 2018.
1,631 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.