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Transce3nd’s iShares National Muni Bond ETF MUB Stock Holding History

Transce3nd’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
-2,941
Closed -$307K – 779
2025
Q2 		$307K Buy
2,941
+244
+9% +$25.4K 0.13% 109
2025
Q1 		$284K Buy
2,697
+18
+0.7% +$1.91K 0.13% 112
2024
Q4 		$285K Buy
+2,679
New +$288K 0.1% 136

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

Transce3nd's MUB Position: Q3 2025 in Review

Transce3nd sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 2,941 shares — an estimated $307K sold.

Transce3nd first reported a position in MUB in Q4 2024 and held it in 3 quarters. The position peaked at $307K in Q2 2025. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Transce3nd reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 2,941 iShares National Muni Bond ETF shares in Q3 2025, an estimated $307K.
  • Transce3nd first reported a position in iShares National Muni Bond ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's iShares National Muni Bond ETF position peaked at $307K in Q2 2025.
  • 1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.