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Lokken Investment Group’s iShares National Muni Bond ETF MUB Stock Holding History

Lokken Investment Group’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 		$274K Sell
2,571
-858
-25% -$89.8K 0.09% 125
2025
Q2 		$358K Sell
3,429
-576
-14% -$59.9K 0.14% 99
2025
Q1 		$422K Buy
4,005
+490
+14% +$52.1K 0.18% 87
2024
Q4 		$375K Sell
3,515
-1,005
-22% -$108K 0.16% 92
2024
Q3 		$491K Sell
4,520
-354
-7% -$38.1K 0.2% 89
2024
Q2 		$519K Sell
4,874
-1,999
-29% -$213K 0.24% 84
2024
Q1 		$740K Sell
6,873
-5,978
-47% -$645K 0.37% 66
2023
Q4 		$1.39M Sell
12,851
-105
-0.8% -$11K 0.79% 30
2023
Q3 		$1.33M Sell
12,956
-359
-3% -$37.9K 0.87% 27
2023
Q2 		$1.42M Buy
13,315
+1,663
+14% +$178K 0.93% 28
2023
Q1 		$1.26M Buy
11,652
+2,394
+26% +$256K 0.95% 27
2022
Q4 		$977K Buy
9,258
+2,550
+38% +$266K 0.77% 31
2022
Q3 		$688K Buy
6,708
+174
+3% +$18.5K 0.59% 40
2022
Q2 		$695K Buy
6,534
+349
+6% +$37.2K 0.56% 39
2022
Q1 		$660K Buy
6,185
+901
+17% +$102K 0.52% 41
2021
Q4 		$614K Buy
5,284
+1,107
+27% +$129K 0.44% 46
2021
Q3 		$485K Buy
4,177
+31
+0.7% +$3.63K 0.38% 54
2021
Q2 		$486K Hold
4,146
– – 0.39% 58
2021
Q1 		$481K Hold
4,146
– – 0.42% 55
2020
Q4 		$486K Buy
+4,146
New +$482K 0.44% 51

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

Lokken Investment Group's MUB Position: Q3 2025 in Review

Lokken Investment Group reduced its iShares National Muni Bond ETF (MUB) stake by 25% in Q3 2025, selling an estimated $89.8K and leaving 2,571 shares worth $274K. The position accounts for 0.09% of the portfolio, ranked #125.

Lokken Investment Group first reported a position in MUB in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.42M in Q2 2023. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Lokken Investment Group held 2,571 shares of iShares National Muni Bond ETF worth $274K as of Q3 2025.
  • Lokken Investment Group sold 858 iShares National Muni Bond ETF shares in Q3 2025, an estimated $89.8K.
  • iShares National Muni Bond ETF made up 0.09% of Lokken Investment Group's portfolio in Q3 2025, its #125 holding.
  • Lokken Investment Group first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's iShares National Muni Bond ETF position peaked at $1.42M in Q2 2023.
  • 1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.