Regatta Capital Group’s iShares National Muni Bond ETF MUB Stock Holding History

Regatta Capital Group’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 Q1	–	Sell	-2,000	Closed	-$213K	–	190
2024 Q4	$213K	Hold	2,000	–	–	0.04%	177
2024 Q3	$217K	Hold	2,000	–	–	0.04%	180
2024 Q2	$213K	Hold	2,000	–	–	0.05%	172
2024 Q1	$215K	Hold	2,000	–	–	0.05%	172
2023 Q4	$217K	Hold	2,000	–	–	0.06%	158
2023 Q3	$205K	Hold	2,000	–	–	0.07%	157
2023 Q2	$213K	Hold	2,000	–	–	0.07%	159
2023 Q1	$211K	Hold	2,000	–	–	0.08%	164
2022 Q4	$211K	Hold	2,000	–	–	0.08%	164
2022 Q3	$213K	Hold	2,000	–	–	0.09%	156
2022 Q2	$213K	Hold	2,000	–	–	0.1%	145
2022 Q1	$219K	Hold	2,000	–	–	0.08%	162
2021 Q4	$233K	Buy	+2,000	New	+$232K	0.08%	166

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Regatta Capital Group's MUB Position: Q1 2025 in Review

Regatta Capital Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 2,000 shares — an estimated $213K sold.

Regatta Capital Group first reported a position in MUB in Q4 2021 and held it in 13 quarters. The position peaked at $233K in Q4 2021. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Regatta Capital Group reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Regatta Capital Group sold 2,000 iShares National Muni Bond ETF shares in Q1 2025, an estimated $213K.
Regatta Capital Group first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 13 quarters.
Regatta Capital Group's iShares National Muni Bond ETF position peaked at $233K in Q4 2021.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Regatta Capital Group's 13F filing for Q1 2025, filed 14 Apr 2025.