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Marshall Financial Group (Pennsylvania)’s iShares National Muni Bond ETF MUB Stock Holding History

Marshall Financial Group (Pennsylvania)’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 		$1.54M Buy
14,424
+1,514
+12% +$158K 0.42% 28
2025
Q2 		$1.35M Sell
12,910
-26
-0.2% -$2.7K 0.4% 28
2025
Q1 		$1.36M Buy
12,936
+662
+5% +$70.4K 0.43% 28
2024
Q4 		$1.31M Buy
12,274
+3,714
+43% +$399K 0.4% 30
2024
Q3 		$930K Buy
8,560
+59
+0.7% +$6.36K 0.28% 32
2024
Q2 		$906K Buy
8,501
+376
+5% +$40K 0.29% 31
2024
Q1 		$874K Sell
8,125
-473
-6% -$51K 0.29% 32
2023
Q4 		$932K Buy
8,598
+1,187
+16% +$124K 0.33% 29
2023
Q3 		$760K Sell
7,411
-231
-3% -$24.4K 0.31% 31
2023
Q2 		$816K Buy
7,642
+1,066
+16% +$114K 0.31% 32
2023
Q1 		$709K Sell
6,576
-309
-4% -$33K 0.29% 33
2022
Q4 		$727K Buy
6,885
+305
+5% +$31.8K 0.31% 32
2022
Q3 		$675K Sell
6,580
-2,243
-25% -$238K 0.32% 31
2022
Q2 		$938K Buy
8,823
+1,172
+15% +$125K 0.43% 29
2022
Q1 		$839K Buy
7,651
+14
+0.2% +$1.58K 0.33% 30
2021
Q4 		$888K Sell
7,637
-345
-4% -$40.1K 0.34% 31
2021
Q3 		$927K Buy
7,982
+248
+3% +$29.1K 0.39% 29
2021
Q2 		$906K Buy
7,734
+20
+0.3% +$2.34K 0.39% 28
2021
Q1 		$895K Sell
7,714
-423
-5% -$49.3K 0.41% 29
2020
Q4 		$954K Buy
8,137
+21
+0.3% +$2.44K 0.47% 28
2020
Q3 		$941K Sell
8,116
-508
-6% -$59K 0.56% 27
2020
Q2 		$995K Buy
8,624
+18
+0.2% +$2.04K 0.66% 27
2020
Q1 		$973K Buy
8,606
+1,429
+20% +$163K 0.79% 24
2019
Q4 		$818K Buy
7,177
+81
+1% +$9.23K 0.55% 26
2019
Q3 		$810K Buy
7,096
+75
+1% +$8.56K 0.62% 25
2019
Q2 		$794K Buy
7,021
+700
+11% +$78.4K 0.61% 24
2019
Q1 		$703K Buy
6,321
+1,639
+35% +$180K 0.58% 25
2018
Q4 		$510K Buy
+4,682
New +$504K 0.48% 26

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

Marshall Financial Group (Pennsylvania)'s MUB Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its iShares National Muni Bond ETF (MUB) stake by 12% in Q3 2025, buying an estimated $158K and bringing the position to 14,424 shares worth $1.54M. The position accounts for 0.42% of the portfolio, ranked #28.

Marshall Financial Group (Pennsylvania) first reported a position in MUB in Q4 2018 and has held it in 28 quarters since. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 14,424 shares of iShares National Muni Bond ETF worth $1.54M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) bought 1,514 iShares National Muni Bond ETF shares in Q3 2025, an estimated $158K.
  • iShares National Muni Bond ETF made up 0.42% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #28 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 28 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.