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Long Run Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Long Run Wealth 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 		– Sell
-2,773
Closed -$290K – 111
2025
Q2 		$290K Buy
+2,773
New +$288K 0.06% 89

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

Long Run Wealth Advisors's MUB Position: Q3 2025 in Review

Long Run Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 2,773 shares — an estimated $290K sold.

Long Run Wealth Advisors first reported a position in MUB in Q2 2025 and held it in 1 quarter. The position peaked at $290K in Q2 2025. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Long Run Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Long Run Wealth Advisors sold 2,773 iShares National Muni Bond ETF shares in Q3 2025, an estimated $290K.
  • Long Run Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2025 and held it in 1 quarter.
  • Long Run Wealth Advisors's iShares National Muni Bond ETF position peaked at $290K in Q2 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Long Run Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.