MAV
MUB icon

Mason & Associates (Virginia)’s iShares National Muni Bond ETF MUB Stock Holding History

Mason & Associates (Virginia)’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
Q2 		– Sell
-2,885
Closed -$304K – 44
2025
Q1 		$304K Buy
2,885
+10
+0.3% +$1.06K 0.09% 34
2024
Q4 		$306K Buy
+2,875
New +$309K 0.09% 35

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mason & Associates (Virginia)'s MUB Position: Q2 2025 in Review

Mason & Associates (Virginia) sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 2,885 shares — an estimated $304K sold.

Mason & Associates (Virginia) first reported a position in MUB in Q4 2024 and held it in 2 quarters. The position peaked at $306K in Q4 2024. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Mason & Associates (Virginia) reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 2,885 iShares National Muni Bond ETF shares in Q2 2025, an estimated $304K.
  • Mason & Associates (Virginia) first reported a position in iShares National Muni Bond ETF in Q4 2024 and held it in 2 quarters.
  • Mason & Associates (Virginia)'s iShares National Muni Bond ETF position peaked at $306K in Q4 2024.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2025, filed 30 Jul 2025.