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Mesirow Financial Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Mesirow Financial Investment Management’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
-1,935
Closed -$202K – 559
2025
Q2 		$202K Buy
+1,935
New +$201K ﹤0.01% 502
2024
Q4 		– Sell
-1,967
Closed -$214K – 608
2024
Q3 		$214K Buy
+1,967
New +$212K ﹤0.01% 536
2024
Q2 		– Sell
-2,594
Closed -$279K – 530
2024
Q1 		$279K Buy
+2,594
New +$280K 0.01% 442

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 $424B AUM 22.94% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mesirow Financial Investment Management's MUB Position: Q3 2025 in Review

Mesirow Financial Investment Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 1,935 shares — an estimated $202K sold.

Mesirow Financial Investment Management first reported a position in MUB in Q1 2024 and held it in 3 quarters. The position peaked at $279K in Q1 2024. 1,536 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Mesirow Financial Investment Management reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 1,935 iShares National Muni Bond ETF shares in Q3 2025, an estimated $202K.
  • Mesirow Financial Investment Management first reported a position in iShares National Muni Bond ETF in Q1 2024 and held it in 3 quarters.
  • Mesirow Financial Investment Management's iShares National Muni Bond ETF position peaked at $279K in Q1 2024.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q3 2025, filed 12 Nov 2025.