McIlrath & Eck’s iShares National Muni Bond ETF MUB Stock Holding History

McIlrath & Eck’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	-738	Closed	-$77.1K	–	965
2025 Q2	$77.1K	Buy	738 +6	+0.8%	+$624	0.01%	242
2025 Q1	$77.2K	Buy	732 +3	+0.4%	+$319	0.01%	236
2024 Q4	$77.6K	Buy	729 +8	+1%	+$859	0.01%	226
2024 Q3	$78.4K	Buy	721 +5	+0.7%	+$539	0.01%	226
2024 Q2	$76.3K	Buy	716 +5	+0.7%	+$533	0.01%	216
2024 Q1	$76.5K	Buy	+711	New	+$76.7K	0.01%	218
2022 Q4	–	Sell	-786	Closed	-$81K	–	909
2022 Q3	$81K	Buy	+786	New	+$83.6K	0.02%	176
2018 Q4	–	Sell	-227	Closed	-$25K	–	566
2018 Q3	$25K	Hold	227	–	–	0.01%	184
2018 Q2	$25K	Hold	227	–	–	0.02%	170
2018 Q1	$25K	Hold	227	–	–	0.01%	164
2017 Q4	$25K	Buy	+227	New	+$25.1K	0.01%	172

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

McIlrath & Eck's MUB Position: Q3 2025 in Review

McIlrath & Eck sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 738 shares — an estimated $77.1K sold.

McIlrath & Eck first reported a position in MUB in Q4 2017 and held it in 11 quarters. The position peaked at $81K in Q3 2022. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

McIlrath & Eck reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
McIlrath & Eck sold 738 iShares National Muni Bond ETF shares in Q3 2025, an estimated $77.1K.
McIlrath & Eck first reported a position in iShares National Muni Bond ETF in Q4 2017 and held it in 11 quarters.
McIlrath & Eck's iShares National Muni Bond ETF position peaked at $81K in Q3 2022.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on McIlrath & Eck's 13F filing for Q3 2025, filed 22 Oct 2025.