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

Raub Brock 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 Q2	–	Sell	-55,215	Closed	-$5.82M	–	43
2025 Q1	$5.82M	Sell	55,215 -11,660	-17%	-$1.24M	1.3%	26
2024 Q4	$7.13M	Buy	66,875 +495	+0.7%	+$53.2K	1.51%	24
2024 Q3	$7.21M	Buy	66,380 +5	+0%	+$539	1.47%	24
2024 Q2	$7.07M	Sell	66,375 -155	-0.2%	-$16.5K	1.54%	25
2024 Q1	$7.16M	Buy	66,530 +170	+0.3%	+$18.3K	1.52%	25
2023 Q4	$7.19M	Buy	+66,360	New	+$6.93M	1.51%	25

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

Raub Brock Capital Management's MUB Position: Q2 2025 in Review

Raub Brock Capital Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 55,215 shares — an estimated $5.82M sold.

Raub Brock Capital Management first reported a position in MUB in Q4 2023 and held it in 6 quarters. The position peaked at $7.21M in Q3 2024. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Raub Brock Capital Management reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Raub Brock Capital Management sold 55,215 iShares National Muni Bond ETF shares in Q2 2025, an estimated $5.82M.
Raub Brock Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 6 quarters.
Raub Brock Capital Management's iShares National Muni Bond ETF position peaked at $7.21M in Q3 2024.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Raub Brock Capital Management's 13F filing for Q2 2025, filed 23 Jul 2025.