Renasant Bank’s iShares National Muni Bond ETF MUB Stock Holding History

Renasant Bank’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	–	157
2025 Q2	$209K	Sell	2,000 -8,298	-81%	-$863K	0.14%	142
2025 Q1	$1.09M	Hold	10,298	–	–	0.72%	43
2024 Q4	$1.1M	Hold	10,298	–	–	0.71%	45
2024 Q3	$1.12M	Sell	10,298 -1,034	-9%	-$111K	0.74%	45
2024 Q2	$1.21M	Sell	11,332 -325	-3%	-$34.6K	0.83%	41
2024 Q1	$1.25M	Hold	11,657	–	–	0.89%	29
2023 Q4	$1.26M	Sell	11,657 -15	-0.1%	-$1.57K	1.01%	24
2023 Q3	$1.2M	Buy	11,672 +3,477	+42%	+$367K	1.01%	24
2023 Q2	$875K	Buy	8,195 +1,365	+20%	+$146K	0.71%	43
2023 Q1	$736K	Hold	6,830	–	–	0.57%	54
2022 Q4	$721K	Hold	6,830	–	–	0.54%	59
2022 Q3	$701K	Sell	6,830 -250	-4%	-$26.6K	0.62%	52
2022 Q2	$753K	Sell	7,080 -1,662	-19%	-$177K	0.61%	49
2022 Q1	$958K	Buy	8,742 +2,350	+37%	+$265K	0.64%	43
2021 Q4	$743K	Hold	6,392	–	–	0.51%	62
2021 Q3	$743K	Buy	6,392 +127	+2%	+$14.9K	0.59%	54
2021 Q2	$734K	Buy	6,265 +1,185	+23%	+$138K	0.56%	60
2021 Q1	$590K	Buy	5,080 +725	+17%	+$84.6K	0.47%	64
2020 Q4	$510K	Buy	+4,355	New	+$506K	0.42%	72

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Renasant Bank's MUB Position: Q3 2025 in Review

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

Renasant Bank first reported a position in MUB in Q4 2020 and held it in 19 quarters. The position peaked at $1.26M in Q4 2023. 1,536 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Renasant Bank reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Renasant Bank sold 2,000 iShares National Muni Bond ETF shares in Q3 2025, an estimated $209K.
Renasant Bank first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 19 quarters.
Renasant Bank's iShares National Muni Bond ETF position peaked at $1.26M in Q4 2023.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Renasant Bank's 13F filing for Q3 2025, filed 5 Nov 2025.