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Verum Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Verum Partners’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
-2,950
Closed -$311K – 170
2025
Q1 		$311K Sell
2,950
-286
-9% -$30.4K 0.08% 116
2024
Q4 		$345K Buy
3,236
+30
+0.9% +$3.22K 0.1% 110
2024
Q3 		$348K Buy
3,206
+22
+0.7% +$2.37K 0.1% 113
2024
Q2 		$339K Buy
+3,184
New +$339K 0.11% 108

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Verum Partners's MUB Position: Q2 2025 in Review

Verum Partners sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 2,950 shares — an estimated $311K sold.

Verum Partners first reported a position in MUB in Q2 2024 and held it in 4 quarters. The position peaked at $348K in Q3 2024. 1,540 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Verum Partners reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Verum Partners sold 2,950 iShares National Muni Bond ETF shares in Q2 2025, an estimated $311K.
  • Verum Partners first reported a position in iShares National Muni Bond ETF in Q2 2024 and held it in 4 quarters.
  • Verum Partners's iShares National Muni Bond ETF position peaked at $348K in Q3 2024.
  • 1,540 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Verum Partners's 13F filing for Q2 2025, filed 15 Jul 2025.