Menard Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Menard Financial Group’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 Q1	–	Sell	-759	Closed	-$80.9K	–	234
2024 Q4	$80.9K	Buy	+759	New	+$81.5K	0.05%	164
2021 Q3	–	Sell	-2,818	Closed	-$330K	–	164
2021 Q2	$330K	Sell	2,818 -777	-22%	-$90.8K	0.31%	99
2021 Q1	$417K	Sell	3,595 -15,891	-82%	-$1.85M	0.45%	63
2020 Q4	$2.28M	Sell	19,486 -2,321	-11%	-$270K	2.46%	8
2020 Q3	$2.53M	Sell	21,807 -89,495	-80%	-$10.4M	2.93%	7
2020 Q2	$12.8M	Buy	111,302 +87,944	+377%	+$9.98M	16.07%	1
2020 Q1	$2.64M	Sell	23,358 -6,797	-23%	-$776K	8.71%	4
2019 Q4	$3.44M	Buy	+30,155	New	+$3.43M	3.31%	6

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Menard Financial Group's MUB Position: Q1 2025 in Review

Menard Financial Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 759 shares — an estimated $80.9K sold.

Menard Financial Group first reported a position in MUB in Q4 2019 and held it in 8 quarters. The position peaked at $12.8M in Q2 2020. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Menard Financial Group reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 759 iShares National Muni Bond ETF shares in Q1 2025, an estimated $80.9K.
Menard Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 8 quarters.
Menard Financial Group's iShares National Muni Bond ETF position peaked at $12.8M in Q2 2020.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.