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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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Smith Anglin Financial's MUB Position: Q2 2025 in Review

Smith Anglin Financial increased its iShares National Muni Bond ETF (MUB) stake by 0.41% in Q2 2025, buying an estimated $3.33K and bringing the position to 7,797 shares worth $815K. The position accounts for 0.07% of the portfolio, ranked #96.

Smith Anglin Financial first reported a position in MUB in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.92M in Q4 2020. 1,539 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Smith Anglin Financial held 7,797 shares of iShares National Muni Bond ETF worth $815K as of Q2 2025.
  • Smith Anglin Financial bought 32 iShares National Muni Bond ETF shares in Q2 2025, an estimated $3.33K.
  • iShares National Muni Bond ETF made up 0.07% of Smith Anglin Financial's portfolio in Q2 2025, its #96 holding.
  • Smith Anglin Financial first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 19 quarters since.
  • Smith Anglin Financial's iShares National Muni Bond ETF position peaked at $1.92M in Q4 2020.
  • 1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.