SVCP
MUB icon

Silicon Valley Capital Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Silicon Valley Capital Partners’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
-219
Closed -$23.3K – 288
2025
Q3 		$23.3K Hold
219
– – ﹤0.01% 168
2025
Q2 		$22.9K Buy
+219
New +$22.8K ﹤0.01% 168
2025
Q1 		– Sell
-1,490
Closed -$159K – 293
2024
Q4 		$159K Buy
1,490
+162
+12% +$17.4K 0.02% 88
2024
Q3 		$144K Sell
1,328
-126
-9% -$13.6K 0.02% 83
2024
Q2 		$155K Buy
1,454
+9
+0.6% +$959 0.02% 83
2024
Q1 		$156K Buy
1,445
+139
+11% +$15K 0.02% 71
2023
Q4 		$142K Buy
1,306
+10
+0.8% +$1.04K 0.02% 75
2023
Q3 		$133K Buy
1,296
+7
+0.5% +$738 0.02% 77
2023
Q2 		$138K Buy
1,289
+7
+0.5% +$748 0.03% 78
2023
Q1 		$138K Buy
1,282
+5
+0.4% +$534 0.03% 77
2022
Q4 		$135K Sell
1,277
-1,170
-48% -$122K 0.03% 78
2022
Q3 		$251K Buy
2,447
+12
+0.5% +$1.28K 0.05% 59
2022
Q2 		$259K Buy
2,435
+5
+0.2% +$534 0.05% 55
2022
Q1 		$266K Buy
2,430
+7
+0.3% +$790 0.04% 61
2021
Q4 		$282K Buy
+2,423
New +$281K 0.04% 62
2020
Q4 		– Sell
-2,635
Closed -$305K – 66
2020
Q3 		$305K Buy
+2,635
New +$306K 0.08% 44

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Silicon Valley Capital Partners's MUB Position: Q4 2025 in Review

Silicon Valley Capital Partners sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 219 shares — an estimated $23.3K sold.

Silicon Valley Capital Partners first reported a position in MUB in Q3 2020 and held it in 16 quarters. The position peaked at $305K in Q3 2020. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • Silicon Valley Capital Partners reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Silicon Valley Capital Partners sold 219 iShares National Muni Bond ETF shares in Q4 2025, an estimated $23.3K.
  • Silicon Valley Capital Partners first reported a position in iShares National Muni Bond ETF in Q3 2020 and held it in 16 quarters.
  • Silicon Valley Capital Partners's iShares National Muni Bond ETF position peaked at $305K in Q3 2020.
  • 1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Silicon Valley Capital Partners's 13F filing for Q4 2025, filed 13 Feb 2026.