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SAF
Smith Anglin Financial’s
iShares National Muni Bond ETF
MUB
Stock Holding History
Smith Anglin Financial’s Portfolio
MUB Stock Details
MUB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$815K
Buy
7,797
+32
+0.4%
+$3.33K
0.07%
96
2025
Q1
$819K
Sell
7,765
-64
-0.8%
-$6.81K
0.09%
92
2024
Q4
$834K
Buy
7,829
+1,353
+21%
+$145K
0.08%
89
2024
Q3
$703K
Sell
6,476
-545
-8%
-$58.7K
0.07%
94
2024
Q2
$748K
Sell
7,021
-191
-3%
-$20.3K
0.08%
84
2024
Q1
$776K
Sell
7,212
-822
-10%
-$88.7K
0.08%
85
2023
Q4
$871K
Buy
8,034
+1,319
+20%
+$138K
0.1%
77
2023
Q3
$689K
Sell
6,715
-18
-0.3%
-$1.9K
0.08%
86
2023
Q2
$719K
Sell
6,733
-208
-3%
-$22.2K
0.09%
82
2023
Q1
$748K
Buy
6,941
+729
+12%
+$77.9K
0.11%
74
2022
Q4
$655K
Buy
6,212
+554
+10%
+$57.7K
0.12%
70
2022
Q3
$580K
Sell
5,658
-1,395
-20%
-$148K
0.12%
71
2022
Q2
$750K
Buy
7,053
+3,392
+93%
+$362K
0.22%
52
2022
Q1
$401K
Buy
3,661
+1,018
+39%
+$115K
0.09%
81
2021
Q4
$307K
Sell
2,643
-5,184
-66%
-$602K
0.05%
117
2021
Q3
$909K
Sell
7,827
-53
-0.7%
-$6.21K
0.18%
61
2021
Q2
$924K
Buy
7,880
+27
+0.3%
+$3.15K
0.18%
62
2021
Q1
$911K
Sell
7,853
-8,567
-52%
-$999K
0.2%
59
2020
Q4
$1.92M
Buy
+16,420
New
+$1.91M
0.34%
38
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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