Topel & Distasi Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Topel & Distasi Wealth 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 Q2	–	Sell	-1,935	Closed	-$204K	–	66
2025 Q1	$204K	Sell	1,935 -306	-14%	-$32.5K	0.1%	73
2024 Q4	$239K	Hold	2,241	–	–	0.1%	71
2024 Q3	$243K	Hold	2,241	–	–	0.1%	74
2024 Q2	$239K	Hold	2,241	–	–	0.1%	72
2024 Q1	$241K	Hold	2,241	–	–	0.11%	72
2023 Q4	$243K	Hold	2,241	–	–	0.12%	68
2023 Q3	$230K	Hold	2,241	–	–	0.12%	70
2023 Q2	$239K	Hold	2,241	–	–	0.12%	70
2023 Q1	$241K	Hold	2,241	–	–	0.13%	70
2022 Q4	$236K	Hold	2,241	–	–	0.13%	67
2022 Q3	$231K	Buy	+2,241	New	+$238K	0.13%	69

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Topel & Distasi Wealth Management's MUB Position: Q2 2025 in Review

Topel & Distasi Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 1,935 shares — an estimated $204K sold.

Topel & Distasi Wealth Management first reported a position in MUB in Q3 2022 and held it in 11 quarters. The position peaked at $243K in Q3 2024. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Topel & Distasi Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
Topel & Distasi Wealth Management sold 1,935 iShares National Muni Bond ETF shares in Q2 2025, an estimated $204K.
Topel & Distasi Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2022 and held it in 11 quarters.
Topel & Distasi Wealth Management's iShares National Muni Bond ETF position peaked at $243K in Q3 2024.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.