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

Ruedi 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	-256	Closed	-$27K	–	229
2025 Q1	$27K	Sell	256 -2	-0.8%	-$213	0.01%	113
2024 Q4	$27.4K	Sell	258 -1	-0.4%	-$107	0.01%	113
2024 Q3	$28.1K	Sell	259 -4	-2%	-$431	0.01%	112
2024 Q2	$28K	Buy	263 +5	+2%	+$533	0.01%	113
2024 Q1	$27.8K	Buy	258 +5	+2%	+$540	0.01%	112
2023 Q4	$27.4K	Buy	253 +101	+66%	+$10.6K	0.01%	102
2023 Q3	$15.6K	Sell	152 -10	-6%	-$1.05K	0.01%	111
2023 Q2	$17.3K	Buy	162 +4	+3%	+$428	0.01%	114
2023 Q1	$17K	Buy	158 +156	+7,800%	+$16.7K	0.01%	128
2022 Q4	$11.7K	Buy	+2	New	+$208	0.01%	134

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Ruedi Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 256 shares — an estimated $27K sold.

Ruedi Wealth Management first reported a position in MUB in Q4 2022 and held it in 10 quarters. The position peaked at $28.1K in Q3 2024. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Ruedi Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Ruedi Wealth Management sold 256 iShares National Muni Bond ETF shares in Q2 2025, an estimated $27K.
Ruedi Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 10 quarters.
Ruedi Wealth Management's iShares National Muni Bond ETF position peaked at $28.1K in Q3 2024.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.