Waterford Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Waterford Advisors’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	-33,098	Closed	-$3.52M	–	57
2025 Q3	$3.52M	Buy	33,098 +32,054	+3,070%	+$3.35M	1.22%	16
2025 Q2	$3.6M	Sell	1,044 -36,189	-97%	-$3.76M	1.33%	16
2025 Q1	$3.93M	Buy	+37,233	New	+$3.96M	1.63%	15
2024 Q4	–	Sell	-40,639	Closed	-$4.41M	–	51
2024 Q3	$4.41M	Sell	40,639 -21,727	-35%	-$2.34M	2.25%	11
2024 Q2	$6.65M	Sell	62,366 -1,237	-2%	-$132K	2.79%	12
2024 Q1	$6.84M	Buy	63,603 +2,170	+4%	+$234K	2.9%	12
2023 Q4	$6.66M	Sell	61,433 -20,125	-25%	-$2.1M	3.12%	11
2023 Q3	$8.36M	Buy	81,558 +776	+1%	+$81.9K	4.68%	9
2023 Q2	$8.62M	Buy	+80,782	New	+$8.63M	4.15%	10

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Waterford Advisors's MUB Position: Q4 2025 in Review

Waterford Advisors sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 33,098 shares — an estimated $3.52M sold.

Waterford Advisors first reported a position in MUB in Q2 2023 and held it in 9 quarters. The position peaked at $8.62M in Q2 2023. 1,633 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

Waterford Advisors reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
Waterford Advisors sold 33,098 iShares National Muni Bond ETF shares in Q4 2025, an estimated $3.52M.
Waterford Advisors first reported a position in iShares National Muni Bond ETF in Q2 2023 and held it in 9 quarters.
Waterford Advisors's iShares National Muni Bond ETF position peaked at $8.62M in Q2 2023.
1,633 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Waterford Advisors's 13F filing for Q4 2025, filed 20 Feb 2026.