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Strategic Wealth Investment Group’s iShares National Muni Bond ETF MUB Stock Holding History

Strategic Wealth Investment Group’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
-19
Closed -$1.99K – 177
2025
Q2 		$1.99K Buy
+19
New +$1.98K ﹤0.01% 122

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Wealth Investment Group's MUB Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 19 shares — an estimated $1.99K sold.

Strategic Wealth Investment Group first reported a position in MUB in Q2 2025 and held it in 1 quarter. The position peaked at $1.99K in Q2 2025. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 19 iShares National Muni Bond ETF shares in Q3 2025, an estimated $1.99K.
  • Strategic Wealth Investment Group first reported a position in iShares National Muni Bond ETF in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Investment Group's iShares National Muni Bond ETF position peaked at $1.99K in Q2 2025.
  • 1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.