MA
MUB icon

MBA Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

MBA 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
Q4 		– Sell
-2,390
Closed -$255K – 143
2025
Q3 		$255K Hold
2,390
– – 0.11% 121
2025
Q2 		$250K Hold
2,390
– – 0.12% 118
2025
Q1 		$252K Sell
2,390
-25
-1% -$2.66K 0.12% 119
2024
Q4 		$257K Sell
2,415
-162
-6% -$17.4K 0.13% 116
2024
Q3 		$280K Hold
2,577
– – 0.13% 110
2024
Q2 		$275K Sell
2,577
-430
-14% -$45.8K 0.14% 108
2024
Q1 		$324K Sell
3,007
-457
-13% -$49.3K 0.17% 99
2023
Q4 		$376K Sell
3,464
-730
-17% -$76.3K 0.21% 87
2023
Q3 		$430K Hold
4,194
– – 0.26% 79
2023
Q2 		$448K Buy
4,194
+1,457
+53% +$156K 0.27% 75
2023
Q1 		$295K Hold
2,737
– – 0.18% 101
2022
Q4 		$289K Sell
2,737
-1,827
-40% -$190K 0.19% 97
2022
Q3 		$468K Sell
4,564
-1,380
-23% -$147K 0.34% 69
2022
Q2 		$632K Buy
5,944
+284
+5% +$30.3K 0.43% 62
2022
Q1 		$621K Buy
5,660
+856
+18% +$96.6K 0.38% 70
2021
Q4 		$559K Buy
4,804
+1,919
+67% +$223K 0.35% 73
2021
Q3 		$335K Buy
2,885
+158
+6% +$18.5K 0.25% 95
2021
Q2 		$320 Buy
2,727
+41
+2% +$4.79K 0.15% 98
2021
Q1 		$312 Buy
+2,686
New +$313K 0.17% 97

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

MBA Advisors's MUB Position: Q4 2025 in Review

MBA Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 2,390 shares — an estimated $255K sold.

MBA Advisors first reported a position in MUB in Q1 2021 and held it in 19 quarters. The position peaked at $632K in Q2 2022. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • MBA Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • MBA Advisors sold 2,390 iShares National Muni Bond ETF shares in Q4 2025, an estimated $255K.
  • MBA Advisors first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 19 quarters.
  • MBA Advisors's iShares National Muni Bond ETF position peaked at $632K in Q2 2022.
  • 1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on MBA Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.