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RKL Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

RKL Wealth Management’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
-1,943
Closed -$205K – 180
2025
Q1 		$205K Buy
1,943
+10
+0.5% +$1.06K 0.02% 168
2024
Q4 		$206K Sell
1,933
-28
-1% -$3.01K 0.02% 170
2024
Q3 		$213K Buy
1,961
+15
+0.8% +$1.62K 0.02% 155
2024
Q2 		$207K Buy
1,946
+14
+0.7% +$1.49K 0.02% 144
2024
Q1 		$208K Sell
1,932
-136
-7% -$14.7K 0.02% 152
2023
Q4 		$224K Sell
2,068
-2,217
-52% -$232K 0.02% 140
2023
Q3 		$439K Buy
4,285
+331
+8% +$34.9K 0.05% 96
2023
Q2 		$422K Buy
3,954
+22
+0.6% +$2.35K 0.05% 103
2023
Q1 		$424K Buy
3,932
+18
+0.5% +$1.92K 0.05% 101
2022
Q4 		$413K Buy
3,914
+16
+0.4% +$1.67K 0.06% 100
2022
Q3 		$400K Buy
3,898
+575
+17% +$61.1K 0.06% 100
2022
Q2 		$353K Buy
3,323
+15
+0.5% +$1.6K 0.05% 107
2022
Q1 		$363K Buy
3,308
+39
+1% +$4.4K 0.04% 110
2021
Q4 		$380K Buy
3,269
+18
+0.6% +$2.09K 0.05% 99
2021
Q3 		$378K Buy
3,251
+18
+0.6% +$2.11K 0.05% 97
2021
Q2 		$379K Sell
3,233
-6
-0.2% -$701 0.05% 102
2021
Q1 		$376K Buy
+3,239
New +$378K 0.05% 99

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

RKL Wealth Management's MUB Position: Q2 2025 in Review

RKL Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 1,943 shares — an estimated $205K sold.

RKL Wealth Management first reported a position in MUB in Q1 2021 and held it in 17 quarters. The position peaked at $439K in Q3 2023. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • RKL Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • RKL Wealth Management sold 1,943 iShares National Muni Bond ETF shares in Q2 2025, an estimated $205K.
  • RKL Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 17 quarters.
  • RKL Wealth Management's iShares National Muni Bond ETF position peaked at $439K in Q3 2023.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on RKL Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.