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PBMares Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

PBMares Wealth Management’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 		$798K Buy
7,498
+25
+0.3% +$2.62K 0.13% 86
2025
Q2 		$781K Buy
7,473
+25
+0.3% +$2.6K 0.14% 82
2025
Q1 		$785K Buy
7,448
+38
+0.5% +$4.04K 0.16% 82
2024
Q4 		$789K Buy
+7,410
New +$796K 0.16% 82
2024
Q1 		– Sell
-2,426
Closed -$263K – 184
2023
Q4 		$263K Sell
2,426
-22
-0.9% -$2.3K 0.08% 144
2023
Q3 		$251K Sell
2,448
-439
-15% -$46.3K 0.09% 143
2023
Q2 		$308K Hold
2,887
– – 0.11% 133
2023
Q1 		$311K Hold
2,887
– – 0.12% 131
2022
Q4 		$305K Sell
2,887
-783
-21% -$81.6K 0.12% 123
2022
Q3 		$376K Buy
+3,670
New +$390K 0.16% 109
2022
Q2 		– Sell
-1,956
Closed -$214K – 164
2022
Q1 		$214K Sell
1,956
-286
-13% -$32.3K 0.13% 142
2021
Q4 		$261K Sell
2,242
-1,036
-32% -$120K 0.11% 137
2021
Q3 		$381K Sell
3,278
-367
-10% -$43K 0.18% 104
2021
Q2 		$427K Sell
3,645
-1,874
-34% -$219K 0.23% 91
2021
Q1 		$640K Sell
5,519
-1,956
-26% -$228K 0.52% 65
2020
Q4 		$876K Buy
7,475
+226
+3% +$26.3K 1.01% 33
2020
Q3 		$840K Sell
7,249
-1,658
-19% -$193K 1.24% 27
2020
Q2 		$1.03M Sell
8,907
-2,548
-22% -$289K 1.55% 17
2020
Q1 		$1.29M Buy
11,455
+117
+1% +$13.4K 2.04% 8
2019
Q4 		$1.29M Buy
+11,338
New +$1.29M 1.54% 15

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PBMares Wealth Management's MUB Position: Q3 2025 in Review

PBMares Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.33% in Q3 2025, buying an estimated $2.62K and bringing the position to 7,498 shares worth $798K. The position accounts for 0.13% of the portfolio, ranked #86.

PBMares Wealth Management first reported a position in MUB in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.29M in Q1 2020. 1,536 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • PBMares Wealth Management held 7,498 shares of iShares National Muni Bond ETF worth $798K as of Q3 2025.
  • PBMares Wealth Management bought 25 iShares National Muni Bond ETF shares in Q3 2025, an estimated $2.62K.
  • iShares National Muni Bond ETF made up 0.13% of PBMares Wealth Management's portfolio in Q3 2025, its #86 holding.
  • PBMares Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • PBMares Wealth Management's iShares National Muni Bond ETF position peaked at $1.29M in Q1 2020.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.