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Stephens Consulting’s iShares National Muni Bond ETF MUB Stock Holding History

Stephens Consulting’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 		$792K Hold
7,398
– – 0.26% 27
2025
Q3 		$788K Sell
7,398
-18,801
-72% -$1.97M 0.27% 28
2025
Q2 		$2.74M Sell
26,199
-47,591
-64% -$4.95M 0.65% 25
2025
Q1 		$7.78M Sell
73,790
-1,918
-3% -$204K 1.95% 11
2024
Q4 		$8.07M Sell
75,708
-261
-0.3% -$28K 2.02% 11
2024
Q3 		$8.25M Buy
75,969
+26
+0% +$2.8K 2.1% 11
2024
Q2 		$8.09M Sell
75,943
-5,738
-7% -$611K 2.3% 10
2024
Q1 		$8.79M Buy
81,681
+455
+0.6% +$49.1K 2.7% 8
2023
Q4 		$8.81M Buy
81,226
+43,610
+116% +$4.56M 2.98% 7
2023
Q3 		$3.86M Buy
37,616
+4,460
+13% +$470K 1.57% 12
2023
Q2 		$3.54M Buy
33,156
+285
+0.9% +$30.5K 1.4% 13
2023
Q1 		$3.54M Sell
32,871
-3,631
-10% -$388K 2.13% 9
2022
Q4 		$3.85M Buy
36,502
+29,616
+430% +$3.09M 2.56% 8
2022
Q3 		$706K Sell
6,886
-145,830
-95% -$15.5M 0.63% 29
2022
Q2 		$16.2M Buy
152,716
+148,419
+3,454% +$15.8M 13.21% 2
2022
Q1 		$471K Buy
4,297
+984
+30% +$111K 0.39% 36
2021
Q4 		$385K Buy
+3,313
New +$385K 0.32% 52

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

Stephens Consulting's MUB Position: Q4 2025 in Review

Stephens Consulting held its iShares National Muni Bond ETF (MUB) position steady in Q4 2025 at 7,398 shares worth $792K. The position accounts for 0.26% of the portfolio, ranked #27.

Stephens Consulting first reported a position in MUB in Q4 2021 and has held it in 17 quarters since. The position peaked at $16.2M in Q2 2022. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • Stephens Consulting held 7,398 shares of iShares National Muni Bond ETF worth $792K as of Q4 2025.
  • Stephens Consulting left its iShares National Muni Bond ETF share count unchanged in Q4 2025.
  • iShares National Muni Bond ETF made up 0.26% of Stephens Consulting's portfolio in Q4 2025, its #27 holding.
  • Stephens Consulting first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's iShares National Muni Bond ETF position peaked at $16.2M in Q2 2022.
  • 1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.