Sharp Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

Sharp Financial Services’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	-2,325	Closed	-$245K	–	96
2025 Q1	$245K	Sell	2,325 -1,000	-30%	-$106K	0.19%	77
2024 Q4	$354K	Sell	3,325 -300	-8%	-$32.2K	0.27%	57
2024 Q3	$394K	Sell	3,625 -200	-5%	-$21.6K	0.3%	54
2024 Q2	$408K	Buy	3,825 +125	+3%	+$13.3K	0.35%	53
2024 Q1	$398K	Sell	3,700 -500	-12%	-$54K	0.37%	57
2023 Q4	$455K	Buy	+4,200	New	+$439K	0.49%	44

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

Sharp Financial Services's MUB Position: Q2 2025 in Review

Sharp Financial Services sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 2,325 shares — an estimated $245K sold.

Sharp Financial Services first reported a position in MUB in Q4 2023 and held it in 6 quarters. The position peaked at $455K in Q4 2023. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Sharp Financial Services reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Sharp Financial Services sold 2,325 iShares National Muni Bond ETF shares in Q2 2025, an estimated $245K.
Sharp Financial Services first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 6 quarters.
Sharp Financial Services's iShares National Muni Bond ETF position peaked at $455K in Q4 2023.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Sharp Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.