MAS
MUB icon

Meeder Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Meeder Advisory Services’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
-26,357
Closed -$2.78M – 628
2025
Q1 		$2.78M Sell
26,357
-763,512
-97% -$81.2M 0.17% 103
2024
Q4 		$84.2M Buy
789,869
+71,813
+10% +$7.72M 5.25% 1
2024
Q3 		$78M Buy
718,056
+43,885
+7% +$4.73M 5.05% 1
2024
Q2 		$71.8M Buy
674,171
+154,168
+30% +$16.4M 5.08% 1
2024
Q1 		$56M Buy
520,003
+27,225
+6% +$2.94M 5.69% 1
2023
Q4 		$53.4M Buy
492,778
+23,415
+5% +$2.45M 6.12% 1
2023
Q3 		$48.1M Sell
469,363
-37,501
-7% -$3.96M 6.05% 1
2023
Q2 		$54.1M Buy
506,864
+23,852
+5% +$2.55M 5.83% 1
2023
Q1 		$52M Buy
483,012
+31,088
+7% +$3.32M 6% 1
2022
Q4 		$47.7M Buy
+451,924
New +$47.1M 6.02% 1

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

Meeder Advisory Services's MUB Position: Q2 2025 in Review

Meeder Advisory Services sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 26,357 shares — an estimated $2.78M sold.

Meeder Advisory Services first reported a position in MUB in Q4 2022 and held it in 10 quarters. The position peaked at $84.2M in Q4 2024. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Meeder Advisory Services reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Meeder Advisory Services sold 26,357 iShares National Muni Bond ETF shares in Q2 2025, an estimated $2.78M.
  • Meeder Advisory Services first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 10 quarters.
  • Meeder Advisory Services's iShares National Muni Bond ETF position peaked at $84.2M in Q4 2024.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Meeder Advisory Services's 13F filing for Q2 2025, filed 7 Aug 2025.