Total Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Total Investment 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 Q3	–	Sell	-320	Closed	-$33.4K	–	575
2025 Q2	$33.4K	Buy	+320	New	+$33.3K	﹤0.01%	204
2024 Q2	–	Sell	-2,852	Closed	-$307K	–	74
2024 Q1	$307K	Buy	2,852 +13	+0.5%	+$1.4K	0.04%	49
2023 Q4	$308K	Buy	2,839 +24	+0.9%	+$2.51K	0.04%	50
2023 Q3	$289K	Buy	2,815 +17	+0.6%	+$1.79K	0.04%	51
2023 Q2	$299K	Buy	2,798 +17	+0.6%	+$1.82K	0.04%	53
2023 Q1	$300K	Buy	2,781 +11	+0.4%	+$1.18K	0.06%	47
2022 Q4	$292K	Buy	+2,770	New	+$289K	0.07%	45

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Total Investment Management's MUB Position: Q3 2025 in Review

Total Investment Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 320 shares — an estimated $33.4K sold.

Total Investment Management first reported a position in MUB in Q4 2022 and held it in 7 quarters. The position peaked at $308K in Q4 2023. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Total Investment Management reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 320 iShares National Muni Bond ETF shares in Q3 2025, an estimated $33.4K.
Total Investment Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 7 quarters.
Total Investment Management's iShares National Muni Bond ETF position peaked at $308K in Q4 2023.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.