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Strive Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Strive Asset Management’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 		– Sell
-25,214
Closed -$2.69M – 117
2025
Q3 		$2.69M Sell
25,214
-8,367
-25% -$876K 1.46% 16
2025
Q2 		$3.51M Buy
33,581
+4,479
+15% +$466K 2.11% 11
2025
Q1 		$3.07M Buy
29,102
+7,676
+36% +$816K 2.13% 8
2024
Q4 		$2.28M Buy
+21,426
New +$2.3M 1.71% 15

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

Strive Asset Management's MUB Position: Q4 2025 in Review

Strive Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 25,214 shares — an estimated $2.69M sold.

Strive Asset Management first reported a position in MUB in Q4 2024 and held it in 4 quarters. The position peaked at $3.51M in Q2 2025. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • Strive Asset Management reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Strive Asset Management sold 25,214 iShares National Muni Bond ETF shares in Q4 2025, an estimated $2.69M.
  • Strive Asset Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and held it in 4 quarters.
  • Strive Asset Management's iShares National Muni Bond ETF position peaked at $3.51M in Q2 2025.
  • 1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Strive Asset Management's 13F filing for Q4 2025.