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

NWF 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 Q3	–	Sell	-2,224	Closed	-$232K	–	444
2025 Q2	$232K	Buy	2,224 +271	+14%	+$28.2K	0.03%	348
2025 Q1	$206K	Buy	+1,953	New	+$208K	0.03%	323
2023 Q4	–	Sell	-2,519	Closed	-$258K	–	314
2023 Q3	$258K	Hold	2,519	–	–	0.06%	204
2023 Q2	$269K	Hold	2,519	–	–	0.06%	196
2023 Q1	$269K	Buy	+2,519	New	+$269K	0.06%	195

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NWF Advisory Services's MUB Position: Q3 2025 in Review

NWF Advisory Services sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 2,224 shares — an estimated $232K sold.

NWF Advisory Services first reported a position in MUB in Q1 2023 and held it in 5 quarters. The position peaked at $269K in Q2 2023. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

NWF Advisory Services reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
NWF Advisory Services sold 2,224 iShares National Muni Bond ETF shares in Q3 2025, an estimated $232K.
NWF Advisory Services first reported a position in iShares National Muni Bond ETF in Q1 2023 and held it in 5 quarters.
NWF Advisory Services's iShares National Muni Bond ETF position peaked at $269K in Q2 2023.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on NWF Advisory Services's 13F filing for Q3 2025, filed 31 Oct 2025.