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

Strategic 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
Q3 		– Sell
-3,750
Closed -$392K – 145
2025
Q2 		$392K Buy
+3,750
New +$390K 0.02% 103
2022
Q2 		– Sell
-68,654
Closed -$7.53M – 139
2022
Q1 		$7.53M Buy
+68,654
New +$7.75M 0.57% 18

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Financial Services's MUB Position: Q3 2025 in Review

Strategic Financial Services sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 3,750 shares — an estimated $392K sold.

Strategic Financial Services first reported a position in MUB in Q1 2022 and held it in 2 quarters. The position peaked at $7.53M in Q1 2022. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Strategic Financial Services reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Financial Services sold 3,750 iShares National Muni Bond ETF shares in Q3 2025, an estimated $392K.
  • Strategic Financial Services first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 2 quarters.
  • Strategic Financial Services's iShares National Muni Bond ETF position peaked at $7.53M in Q1 2022.
  • 1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Strategic Financial Services's 13F filing for Q3 2025, filed 14 Nov 2025.