Paces Ferry Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Paces Ferry Wealth Advisors’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	-8,258	Closed	-$871K	–	125
2025 Q1	$871K	Sell	8,258 -173	-2%	-$18.4K	0.43%	43
2024 Q4	$898K	Sell	8,431 -188	-2%	-$20.2K	0.44%	44
2024 Q3	$936K	Buy	8,619 +13	+0.2%	+$1.4K	0.54%	39
2024 Q2	$917K	Buy	8,606 +280	+3%	+$29.8K	0.55%	37
2024 Q1	$896K	Hold	8,326	–	–	0.57%	37
2023 Q4	$903K	Buy	8,326 +578	+7%	+$60.4K	0.63%	38
2023 Q3	$794K	Buy	7,748 +5,236	+208%	+$552K	0.63%	40
2023 Q2	$268K	Sell	2,512 -950	-27%	-$102K	0.2%	89
2023 Q1	$373K	Sell	3,462 -9,425	-73%	-$1.01M	0.3%	71
2022 Q4	$1.36M	Buy	+12,887	New	+$1.34M	1.32%	22

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Paces Ferry Wealth Advisors's MUB Position: Q2 2025 in Review

Paces Ferry Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 8,258 shares — an estimated $871K sold.

Paces Ferry Wealth Advisors first reported a position in MUB in Q4 2022 and held it in 10 quarters. The position peaked at $1.36M in Q4 2022. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Paces Ferry Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 8,258 iShares National Muni Bond ETF shares in Q2 2025, an estimated $871K.
Paces Ferry Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 10 quarters.
Paces Ferry Wealth Advisors's iShares National Muni Bond ETF position peaked at $1.36M in Q4 2022.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.