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Navalign LLC’s iShares National Muni Bond ETF MUB Stock Holding History

Navalign 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
Q2 		– Sell
-4,459
Closed -$470K – 117
2025
Q1 		$470K Hold
4,459
– – 0.13% 88
2024
Q4 		$475K Sell
4,459
-1,855
-29% -$199K 0.14% 91
2024
Q3 		$686K Hold
6,314
– – 0.2% 78
2024
Q2 		$673K Hold
6,314
– – 0.21% 78
2024
Q1 		$679K Sell
6,314
-220
-3% -$23.7K 0.23% 79
2023
Q4 		$708K Buy
+6,534
New +$683K 0.25% 77
2023
Q1 		– Sell
-10,154
Closed -$1.07M – 121
2022
Q4 		$1.07M Buy
10,154
+5,032
+98% +$524K 0.44% 44
2022
Q3 		$525K Buy
+5,122
New +$545K 0.24% 84

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Navalign LLC's MUB Position: Q2 2025 in Review

Navalign LLC sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 4,459 shares — an estimated $470K sold.

Navalign LLC first reported a position in MUB in Q3 2022 and held it in 8 quarters. The position peaked at $1.07M in Q4 2022. 1,540 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Navalign LLC reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Navalign LLC sold 4,459 iShares National Muni Bond ETF shares in Q2 2025, an estimated $470K.
  • Navalign LLC first reported a position in iShares National Muni Bond ETF in Q3 2022 and held it in 8 quarters.
  • Navalign LLC's iShares National Muni Bond ETF position peaked at $1.07M in Q4 2022.
  • 1,540 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Navalign LLC's 13F filing for Q2 2025, filed 5 Aug 2025.