Vantage Financial Partners (Wisconsin)’s iShares National Muni Bond ETF MUB Stock Holding History

Vantage Financial Partners (Wisconsin)’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	$575K	Buy	5,366 +299	+6%	+$32K	0.12%	107
2025 Q3	$540K	Sell	5,067 -70	-1%	-$7.33K	0.11%	104
2025 Q2	$537K	Sell	5,137 -252	-5%	-$26.2K	0.12%	107
2025 Q1	$568K	Buy	5,389 +282	+6%	+$30K	0.14%	95
2024 Q4	$544K	Buy	5,107 +1,219	+31%	+$131K	0.14%	96
2024 Q3	$422K	Buy	+3,888	New	+$419K	0.1%	115
2023 Q2	–	Sell	-2,399	Closed	-$258K	–	100
2023 Q1	$258K	Buy	+2,399	New	+$256K	0.1%	69

Other funds holding MUB

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s MUB Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its iShares National Muni Bond ETF (MUB) stake by 5.9% in Q4 2025, buying an estimated $32K and bringing the position to 5,366 shares worth $575K. The position accounts for 0.12% of the portfolio, ranked #107.

Vantage Financial Partners (Wisconsin) first reported a position in MUB in Q1 2023 and has held it in 7 quarters since. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

Vantage Financial Partners (Wisconsin) held 5,366 shares of iShares National Muni Bond ETF worth $575K as of Q4 2025.
Vantage Financial Partners (Wisconsin) bought 299 iShares National Muni Bond ETF shares in Q4 2025, an estimated $32K.
iShares National Muni Bond ETF made up 0.12% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #107 holding.
Vantage Financial Partners (Wisconsin) first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 7 quarters since.
1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.