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My Personal CFO LLC’s iShares National Muni Bond ETF MUB Stock Holding History

My Personal CFO LLC’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
-2,113
Closed -$225K – 142
2025
Q3 		$225K Buy
+2,113
New +$221K 0.09% 88
2023
Q3 		– Sell
-2,000
Closed -$213K – 85
2023
Q2 		$213K Hold
2,000
– – 0.17% 80
2023
Q1 		$215K Hold
2,000
– – 0.18% 73
2022
Q4 		$211K Hold
2,000
– – 0.19% 67
2022
Q3 		$205K Buy
+2,000
New +$213K 0.31% 57

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

My Personal CFO LLC's MUB Position: Q4 2025 in Review

My Personal CFO LLC sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 2,113 shares — an estimated $225K sold.

My Personal CFO LLC first reported a position in MUB in Q3 2022 and held it in 5 quarters. The position peaked at $225K in Q3 2025. 1,628 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • My Personal CFO LLC reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 2,113 iShares National Muni Bond ETF shares in Q4 2025, an estimated $225K.
  • My Personal CFO LLC first reported a position in iShares National Muni Bond ETF in Q3 2022 and held it in 5 quarters.
  • My Personal CFO LLC's iShares National Muni Bond ETF position peaked at $225K in Q3 2025.
  • 1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.