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Rise Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Rise Advisors’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
-744
Closed -$79.2K – 957
2025
Q3 		$79.2K Buy
744
+6
+0.8% +$628 0.03% 190
2025
Q2 		$77.1K Sell
738
-7
-0.9% -$728 0.03% 183
2025
Q1 		$78.5K Buy
745
+4
+0.5% +$425 0.03% 174
2024
Q4 		$79K Buy
741
+20
+3% +$2.15K 0.04% 162
2024
Q3 		$78.3K Buy
+721
New +$77.7K 0.04% 165
2024
Q2 		– Sell
-419
Closed -$45.1K – 1256
2024
Q1 		$45.1K Buy
419
+2
+0.5% +$216 0.02% 248
2023
Q4 		$45.2K Sell
417
-53
-11% -$5.54K 0.03% 169
2023
Q3 		$48.2K Sell
470
-262
-36% -$27.6K 0.04% 141
2023
Q2 		$78.1K Buy
732
+5
+0.7% +$534 0.06% 120
2023
Q1 		$78.3K Sell
727
-139
-16% -$14.9K 0.06% 123
2022
Q4 		$91.4K Buy
866
+148
+21% +$15.4K 0.07% 108
2022
Q3 		$74K Buy
718
+4
+0.6% +$425 0.06% 117
2022
Q2 		$76K Buy
714
+3
+0.4% +$320 0.08% 111
2022
Q1 		$78K Buy
711
+2
+0.3% +$226 0.07% 114
2021
Q4 		$82.4K Buy
+709
New +$82.3K 0.08% 106

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Rise Advisors's MUB Position: Q4 2025 in Review

Rise Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 744 shares — an estimated $79.2K sold.

Rise Advisors first reported a position in MUB in Q4 2021 and held it in 15 quarters. The position peaked at $91.4K in Q4 2022. 1,633 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • Rise Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 744 iShares National Muni Bond ETF shares in Q4 2025, an estimated $79.2K.
  • Rise Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 15 quarters.
  • Rise Advisors's iShares National Muni Bond ETF position peaked at $91.4K in Q4 2022.
  • 1,633 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.