Salem Investment Counselors’s iShares National Muni Bond ETF MUB Stock Holding History

Salem Investment Counselors’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	-17	Closed	-$1.84K	–	863
2025 Q3	$1.84K	Hold	17	–	–	﹤0.01%	1077
2025 Q2	$1.81K	Hold	17	–	–	﹤0.01%	1042
2025 Q1	$1.82K	Hold	17	–	–	﹤0.01%	1042
2024 Q4	$1.84K	Sell	17 -229	-93%	-$24.6K	﹤0.01%	1032
2024 Q3	$26.7K	Hold	246	–	–	﹤0.01%	698
2024 Q2	$26.2K	Buy	+246	New	+$26.2K	﹤0.01%	684
2024 Q1	–	Sell	-3,540	Closed	-$384K	–	1208
2023 Q4	$384K	Hold	3,540	–	–	0.01%	283
2023 Q3	$363K	Hold	3,540	–	–	0.01%	276
2023 Q2	$378K	Hold	3,540	–	–	0.01%	268
2023 Q1	$381K	Hold	3,540	–	–	0.02%	268
2022 Q4	$374K	Hold	3,540	–	–	0.02%	268
2022 Q3	$363K	Sell	3,540 -12	-0.3%	-$1.28K	0.02%	257
2022 Q2	$378K	Buy	3,552 +12	+0.3%	+$1.28K	0.02%	269
2022 Q1	$388K	Hold	3,540	–	–	0.02%	281
2021 Q4	$412K	Hold	3,540	–	–	0.01%	291
2021 Q3	$411K	Hold	3,540	–	–	0.02%	263
2021 Q2	$415K	Hold	3,540	–	–	0.02%	256
2021 Q1	$411K	Hold	3,540	–	–	0.03%	226
2020 Q4	$415K	Hold	3,540	–	–	0.03%	217
2020 Q3	$410K	Hold	3,540	–	–	0.03%	196
2020 Q2	$409K	Hold	3,540	–	–	0.03%	187
2020 Q1	$400K	Hold	3,540	–	–	0.04%	181
2019 Q4	$403K	Buy	+3,540	New	+$403K	0.03%	201

Other funds holding MUB

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Salem Investment Counselors's MUB Position: Q4 2025 in Review

Salem Investment Counselors sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 17 shares — an estimated $1.84K sold.

Salem Investment Counselors first reported a position in MUB in Q4 2019 and held it in 23 quarters. The position peaked at $415K in Q2 2021. 1,628 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

Salem Investment Counselors reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Salem Investment Counselors sold 17 iShares National Muni Bond ETF shares in Q4 2025, an estimated $1.84K.
Salem Investment Counselors first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 23 quarters.
Salem Investment Counselors's iShares National Muni Bond ETF position peaked at $415K in Q2 2021.
1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.