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

RHS Financial’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
-3,129
Closed -$330K – 144
2025
Q1 		$330K Sell
3,129
-897
-22% -$95.4K 0.19% 96
2024
Q4 		$429K Sell
4,026
-196
-5% -$21.1K 0.22% 80
2024
Q3 		$459K Buy
+4,222
New +$455K 0.23% 80
2024
Q2 		– Sell
-2,888
Closed -$311K – 98
2024
Q1 		$311K Buy
+2,888
New +$312K 0.18% 88
2023
Q3 		– Sell
-2,923
Closed -$312K – 99
2023
Q2 		$312K Buy
2,923
+573
+24% +$61.2K 0.23% 75
2023
Q1 		$253K Sell
2,350
-48
-2% -$5.13K 0.19% 82
2022
Q4 		$253K Sell
2,398
-299
-11% -$31.2K 0.2% 80
2022
Q3 		$277K Sell
2,697
-167
-6% -$17.8K 0.25% 72
2022
Q2 		$305K Sell
2,864
-1,571
-35% -$168K 0.25% 63
2022
Q1 		$486K Buy
4,435
+1,731
+64% +$195K 0.36% 50
2021
Q4 		$314K Sell
2,704
-24
-0.9% -$2.79K 0.22% 71
2021
Q3 		$317K Buy
2,728
+272
+11% +$31.9K 0.23% 71
2021
Q2 		$288K Buy
+2,456
New +$287K 0.22% 72
2020
Q1 		– Sell
-3,581
Closed -$408K – 70
2019
Q4 		$408K Buy
+3,581
New +$408K 0.43% 46

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RHS Financial's MUB Position: Q2 2025 in Review

RHS Financial sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 3,129 shares — an estimated $330K sold.

RHS Financial first reported a position in MUB in Q4 2019 and held it in 14 quarters. The position peaked at $486K in Q1 2022. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • RHS Financial reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • RHS Financial sold 3,129 iShares National Muni Bond ETF shares in Q2 2025, an estimated $330K.
  • RHS Financial first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 14 quarters.
  • RHS Financial's iShares National Muni Bond ETF position peaked at $486K in Q1 2022.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on RHS Financial's 13F filing for Q2 2025, filed 25 Jul 2025.