Robinson Smith Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Robinson Smith Wealth 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 Q3	–	Sell	-2,066	Closed	-$216K	–	92
2025 Q2	$216K	Sell	2,066 -12,290	-86%	-$1.28M	0.17%	81
2025 Q1	$1.51M	Sell	14,356 -19	-0.1%	-$2.02K	1.27%	19
2024 Q4	$1.53M	Sell	14,375 -2,435	-14%	-$262K	1.3%	20
2024 Q3	$1.83M	Sell	16,810 -163	-1%	-$17.6K	1.55%	18
2024 Q2	$1.81M	Buy	16,973 +783	+5%	+$83.4K	1.59%	15
2024 Q1	$1.74M	Buy	16,190 +707	+5%	+$76.3K	1.67%	14
2023 Q4	$1.68M	Buy	+15,483	New	+$1.62M	1.65%	16

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Robinson Smith Wealth Advisors's MUB Position: Q3 2025 in Review

Robinson Smith Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 2,066 shares — an estimated $216K sold.

Robinson Smith Wealth Advisors first reported a position in MUB in Q4 2023 and held it in 7 quarters. The position peaked at $1.83M in Q3 2024. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Robinson Smith Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Robinson Smith Wealth Advisors sold 2,066 iShares National Muni Bond ETF shares in Q3 2025, an estimated $216K.
Robinson Smith Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 7 quarters.
Robinson Smith Wealth Advisors's iShares National Muni Bond ETF position peaked at $1.83M in Q3 2024.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Robinson Smith Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.