Parkside Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Parkside Investments’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	-115,670	Closed	-$12.1M	–	102
2025 Q2	$12.1M	Sell	115,670 -8,530	-7%	-$887K	1.64%	19
2025 Q1	$13.1M	Sell	124,200 -600	-0.5%	-$63.8K	1.93%	13
2024 Q4	$13.3M	Sell	124,800 -500	-0.4%	-$53.7K	1.99%	11
2024 Q3	$13.6M	Sell	125,300 -24,600	-16%	-$2.65M	2.05%	9
2024 Q2	$16M	Hold	149,900	–	–	2.52%	8
2024 Q1	$16.1M	Sell	149,900 -1,400	-0.9%	-$151K	2.56%	7
2023 Q4	$16.4M	Sell	151,300 -5,675	-4%	-$593K	2.77%	6
2023 Q3	$16.1M	Sell	156,975 -3,825	-2%	-$403K	2.96%	5
2023 Q2	$17.2M	Sell	160,800 -2,800	-2%	-$299K	3.2%	4
2023 Q1	$17.6M	Sell	163,600 -7,550	-4%	-$807K	3.32%	4
2022 Q4	$18.1M	Buy	171,150 +7,400	+5%	+$771K	3.6%	5
2022 Q3	$16.8M	Buy	+163,750	New	+$17.4M	3.61%	4

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

Parkside Investments's MUB Position: Q3 2025 in Review

Parkside Investments sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 115,670 shares — an estimated $12.1M sold.

Parkside Investments first reported a position in MUB in Q3 2022 and held it in 12 quarters. The position peaked at $18.1M in Q4 2022. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Parkside Investments reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Parkside Investments sold 115,670 iShares National Muni Bond ETF shares in Q3 2025, an estimated $12.1M.
Parkside Investments first reported a position in iShares National Muni Bond ETF in Q3 2022 and held it in 12 quarters.
Parkside Investments's iShares National Muni Bond ETF position peaked at $18.1M in Q4 2022.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Parkside Investments's 13F filing for Q3 2025, filed 10 Nov 2025.