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

Proathlete 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
2026 Q1	$7.07M	Buy	66,561 +3,100	+5%	+$333K	1.96%	12
2025 Q4	$6.81M	Buy	63,461 +5,578	+10%	+$597K	1.86%	12
2025 Q3	$6.16M	Buy	57,883 +3,453	+6%	+$361K	1.77%	12
2025 Q2	$5.69M	Buy	54,430 +2,978	+6%	+$310K	1.81%	12
2025 Q1	$5.43M	Buy	51,452 +3,653	+8%	+$388K	1.98%	14
2024 Q4	$5.09M	Buy	47,799 +4,928	+11%	+$529K	1.92%	14
2024 Q3	$4.66M	Buy	42,871 +3,148	+8%	+$339K	1.92%	14
2024 Q2	$4.23M	Buy	39,723 +2,803	+8%	+$299K	2%	13
2024 Q1	$3.97M	Buy	36,920 +1,523	+4%	+$164K	2.11%	12
2023 Q4	$3.84M	Buy	+35,397	New	+$3.7M	2.27%	12

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 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fisher Asset Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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