VBA
MUB icon

von Borstel & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

von Borstel & Associates’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 		– Sell
-29,042
Closed -$3.12M – 120
2025
Q3 		$3.12M Buy
+29,042
New +$3.04M 0.48% 31

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

von Borstel & Associates's MUB Position: Q4 2025 in Review

von Borstel & Associates sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 29,042 shares — an estimated $3.12M sold.

von Borstel & Associates first reported a position in MUB in Q3 2025 and held it in 1 quarter. The position peaked at $3.12M in Q3 2025. 1,631 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • von Borstel & Associates reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 29,042 iShares National Muni Bond ETF shares in Q4 2025, an estimated $3.12M.
  • von Borstel & Associates first reported a position in iShares National Muni Bond ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's iShares National Muni Bond ETF position peaked at $3.12M in Q3 2025.
  • 1,631 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.