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

Waypoint Wealth 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	$471K	Hold	4,506	–	–	0.11%	50
2025 Q1	$475K	Buy	+4,506	New	+$479K	0.13%	40
2023 Q4	–	Sell	-4,200	Closed	-$431K	–	84
2023 Q3	$431K	Hold	4,200	–	–	0.15%	45
2023 Q2	$448K	Hold	4,200	–	–	0.15%	41
2023 Q1	$453K	Hold	4,200	–	–	0.16%	35
2022 Q4	$443K	Hold	4,200	–	–	0.17%	33
2022 Q3	$431K	Sell	4,200 -7,850	-65%	-$835K	0.18%	35
2022 Q2	$1.28M	Buy	+12,050	New	+$1.29M	0.49%	22

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Waypoint Wealth Partners's MUB Position: Q2 2025 in Review

Waypoint Wealth Partners held its iShares National Muni Bond ETF (MUB) position steady in Q2 2025 at 4,506 shares worth $471K. The position accounts for 0.11% of the portfolio, ranked #50.

Waypoint Wealth Partners first reported a position in MUB in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.28M in Q2 2022. 1,539 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Waypoint Wealth Partners held 4,506 shares of iShares National Muni Bond ETF worth $471K as of Q2 2025.
Waypoint Wealth Partners left its iShares National Muni Bond ETF share count unchanged in Q2 2025.
iShares National Muni Bond ETF made up 0.11% of Waypoint Wealth Partners's portfolio in Q2 2025, its #50 holding.
Waypoint Wealth Partners first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 8 quarters since.
Waypoint Wealth Partners's iShares National Muni Bond ETF position peaked at $1.28M in Q2 2022.
1,539 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.