Retirement Capital Strategies’s iShares National Muni Bond ETF MUB Stock Holding History

Retirement Capital Strategies’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	-11,165	Closed	-$1.17M	–	63
2025 Q2	$1.17M	Sell	11,165 -1,501	-12%	-$156K	0.46%	38
2025 Q1	$1.34M	Sell	12,666 -152	-1%	-$16.2K	0.52%	36
2024 Q4	$1.37M	Hold	12,818	–	–	0.52%	34
2024 Q3	$1.39M	Sell	12,818 -809	-6%	-$87.2K	0.55%	33
2024 Q2	$1.45M	Sell	13,627 -72,749	-84%	-$7.75M	0.58%	30
2024 Q1	$9.29M	Buy	86,376 +3,940	+5%	+$425K	3.8%	8
2023 Q4	$8.94M	Buy	+82,436	New	+$8.61M	3.87%	8

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 22.9% 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

Retirement Capital Strategies's MUB Position: Q3 2025 in Review

Retirement Capital Strategies sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 11,165 shares — an estimated $1.17M sold.

Retirement Capital Strategies first reported a position in MUB in Q4 2023 and held it in 7 quarters. The position peaked at $9.29M in Q1 2024. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Retirement Capital Strategies reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Retirement Capital Strategies sold 11,165 iShares National Muni Bond ETF shares in Q3 2025, an estimated $1.17M.
Retirement Capital Strategies first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 7 quarters.
Retirement Capital Strategies's iShares National Muni Bond ETF position peaked at $9.29M in Q1 2024.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Retirement Capital Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.