RFP Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

RFP Financial 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 Q4	–	Sell	-66,019	Closed	-$7.03M	–	99
2025 Q3	$7.03M	Sell	66,019 -688	-1%	-$72K	2.87%	10
2025 Q2	$6.97M	Buy	66,707 +669	+1%	+$69.6K	2.88%	8
2025 Q1	$6.96M	Buy	66,038 +19	+0%	+$2.02K	2.8%	8
2024 Q4	$7.03M	Sell	66,019 -7,107	-10%	-$764K	2.74%	9
2024 Q3	$7.94M	Sell	73,126 -4	-0%	-$431	2.59%	10
2024 Q2	$7.79M	Buy	73,130 +8,802	+14%	+$937K	2.88%	6
2024 Q1	$6.92M	Buy	64,328 +2,784	+5%	+$300K	2.7%	9
2023 Q4	$6.67M	Sell	61,544 -6,584	-10%	-$688K	2.73%	8
2023 Q3	$6.99M	Buy	68,128 +6,495	+11%	+$685K	3.07%	8
2023 Q2	$6.58M	Buy	61,633 +517	+0.8%	+$55.3K	2.69%	8
2023 Q1	$6.58M	Buy	61,116 +920	+2%	+$98.3K	7.58%	4
2022 Q4	$6.35M	Buy	+60,196	New	+$6.27M	2.85%	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 22.96% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

RFP Financial Group's MUB Position: Q4 2025 in Review

RFP Financial Group sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 66,019 shares — an estimated $7.03M sold.

RFP Financial Group first reported a position in MUB in Q4 2022 and held it in 12 quarters. The position peaked at $7.94M in Q3 2024. 1,631 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

RFP Financial Group reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
RFP Financial Group sold 66,019 iShares National Muni Bond ETF shares in Q4 2025, an estimated $7.03M.
RFP Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 12 quarters.
RFP Financial Group's iShares National Muni Bond ETF position peaked at $7.94M in Q3 2024.
1,631 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on RFP Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.