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 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

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. 1,631 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.
1,631 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.