Prelude Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Prelude Capital 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
2022 Q3	–	Sell	-25,400	Closed	-$2.46M	–	1811
2022 Q2	$2.46M	Buy	+25,400	New	+$2.71M	0.07%	232
2020 Q3	–	Sell	-200	Closed	-$23K	–	2176
2020 Q2	$23K	Buy	+200	New	+$22.7K	﹤0.01%	1352
2014 Q4	–	Sell	-10,000	Closed	-$1.1M	–	2066
2014 Q3	$1.1M	Hold	10,000	–	–	0.15%	151
2014 Q2	$1.09M	Buy	+10,000	New	+$1.08M	0.14%	164

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

Prelude Capital Management's MUB Position: Q2 2025 in Review

Prelude Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 3,570 shares — an estimated $376K sold.

Prelude Capital Management first reported a position in MUB in Q1 2018 and held it in 3 quarters. The position peaked at $13.7M in Q1 2022. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Prelude Capital Management reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Prelude Capital Management sold 3,570 iShares National Muni Bond ETF shares in Q2 2025, an estimated $376K.
Prelude Capital Management first reported a position in iShares National Muni Bond ETF in Q1 2018 and held it in 3 quarters.
Prelude Capital Management's iShares National Muni Bond ETF position peaked at $13.7M in Q1 2022.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Prelude Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.