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

Radnor 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
2025 Q3	–	Sell	-2,000	Closed	-$209K	–	322
2025 Q2	$209K	Hold	2,000	–	–	0.03%	312
2025 Q1	$211K	Sell	2,000 -5,000	-71%	-$532K	0.04%	307
2024 Q4	$746K	Sell	7,000 -1,185	-14%	-$127K	0.12%	179
2024 Q3	$889K	Buy	+8,185	New	+$882K	0.13%	182
2024 Q2	–	Sell	-16,000	Closed	-$1.72M	–	251
2024 Q1	$1.72M	Hold	16,000	–	–	0.29%	92
2023 Q4	$1.74M	Buy	+16,000	New	+$1.67M	0.32%	84

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

Radnor Capital Management's MUB Position: Q3 2025 in Review

Radnor Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 2,000 shares — an estimated $209K sold.

Radnor Capital Management first reported a position in MUB in Q4 2023 and held it in 6 quarters. The position peaked at $1.74M in Q4 2023. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Radnor Capital Management reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Radnor Capital Management sold 2,000 iShares National Muni Bond ETF shares in Q3 2025, an estimated $209K.
Radnor Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 6 quarters.
Radnor Capital Management's iShares National Muni Bond ETF position peaked at $1.74M in Q4 2023.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Radnor Capital Management's 13F filing for Q3 2025, filed 21 Oct 2025.