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

Tucker 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 Q3	–	Sell	-49	Closed	-$5.12K	–	336
2025 Q2	$5.12K	Buy	+49	New	+$5.09K	﹤0.01%	247
2025 Q1	–	Sell	-3	Closed	-$320	–	691
2024 Q4	$320	Sell	3 -29	-91%	-$3.12K	﹤0.01%	1438
2024 Q3	$3.48K	Buy	+32	New	+$3.45K	﹤0.01%	1024
2022 Q1	–	Sell	-203	Closed	-$23.6K	–	594
2021 Q4	$23.6K	Hold	203	–	–	0.01%	142
2021 Q3	$23.5K	Buy	+203	New	+$23.8K	0.01%	131

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

Tucker Asset Management's MUB Position: Q3 2025 in Review

Tucker Asset Management sold out of iShares National Muni Bond ETF (MUB) in Q3 2025, closing a stake of 49 shares — an estimated $5.12K sold.

Tucker Asset Management first reported a position in MUB in Q3 2021 and held it in 5 quarters. The position peaked at $23.6K in Q4 2021. 1,539 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

Tucker Asset Management reported no remaining iShares National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
Tucker Asset Management sold 49 iShares National Muni Bond ETF shares in Q3 2025, an estimated $5.12K.
Tucker Asset Management first reported a position in iShares National Muni Bond ETF in Q3 2021 and held it in 5 quarters.
Tucker Asset Management's iShares National Muni Bond ETF position peaked at $23.6K in Q4 2021.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Tucker Asset Management's 13F filing for Q3 2025, filed 6 Jan 2026.