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Watts Gwilliam & Co’s iShares National Muni Bond ETF MUB Stock Holding History

Watts Gwilliam & Co’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 		$222K Hold
2,086
– – 0.04% 205
2025
Q2 		$222K Sell
2,086
-706
-25% -$73.4K 0.04% 201
2025
Q1 		$294K Sell
2,792
-943
-25% -$100K 0.06% 162
2024
Q4 		$398K Buy
+3,735
New +$401K 0.08% 141

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Watts Gwilliam & Co's MUB Position: Q3 2025 in Review

Watts Gwilliam & Co held its iShares National Muni Bond ETF (MUB) position steady in Q3 2025 at 2,086 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #205.

Watts Gwilliam & Co first reported a position in MUB in Q4 2024 and has held it in 4 quarters since. The position peaked at $398K in Q4 2024. 1,535 funds tracked by Wall St. Rank hold MUB as of Q3 2025.

  • Watts Gwilliam & Co held 2,086 shares of iShares National Muni Bond ETF worth $222K as of Q3 2025.
  • Watts Gwilliam & Co left its iShares National Muni Bond ETF share count unchanged in Q3 2025.
  • iShares National Muni Bond ETF made up 0.04% of Watts Gwilliam & Co's portfolio in Q3 2025, its #205 holding.
  • Watts Gwilliam & Co first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Watts Gwilliam & Co's iShares National Muni Bond ETF position peaked at $398K in Q4 2024.
  • 1,535 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.