Ransom Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Ransom Advisory’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 Q4	$733K	Buy	+6,843	New	+$733K	0.29%	67
2025 Q1	–	Sell	-7,384	Closed	-$787K	–	382
2024 Q4	$787K	Buy	7,384 +809	+12%	+$86.9K	0.36%	55
2024 Q3	$714K	Buy	6,575 +6	+0.1%	+$647	0.33%	60
2024 Q2	$700K	Buy	6,569 +435	+7%	+$46.3K	0.35%	60
2024 Q1	$660K	Buy	+6,134	New	+$662K	0.35%	64

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Ransom Advisory's MUB Position: Q4 2025 in Review

Ransom Advisory opened a new position in iShares National Muni Bond ETF (MUB) in Q4 2025: 6,843 shares worth $733K. The stake represents 0.29% of the portfolio and ranks #67 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in MUB as recently as Q4 2024.

Ransom Advisory first reported a position in MUB in Q1 2024 and has held it in 5 quarters since. The position peaked at $787K in Q4 2024. 1,628 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

Ransom Advisory held 6,843 shares of iShares National Muni Bond ETF worth $733K as of Q4 2025.
iShares National Muni Bond ETF was a new Ransom Advisory position in Q4 2025.
iShares National Muni Bond ETF made up 0.29% of Ransom Advisory's portfolio in Q4 2025, its #67 holding.
Ransom Advisory first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 5 quarters since.
Ransom Advisory's iShares National Muni Bond ETF position peaked at $787K in Q4 2024.
1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.