West Coast Financial’s iShares National Muni Bond ETF MUB Stock Holding History

West Coast Financial’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	-3,887	Closed	-$410K	–	102
2025 Q1	$410K	Hold	3,887	–	–	0.05%	112
2024 Q4	$414K	Hold	3,887	–	–	0.05%	115
2024 Q3	$422K	Sell	3,887 -82	-2%	-$8.84K	0.05%	115
2024 Q2	$423K	Sell	3,969 -491	-11%	-$52.3K	0.05%	106
2024 Q1	$480K	Sell	4,460 -286	-6%	-$30.9K	0.06%	99
2023 Q4	$515K	Sell	4,746 -435	-8%	-$45.5K	0.07%	94
2023 Q3	$531K	Hold	5,181	–	–	0.08%	90
2023 Q2	$553K	Buy	5,181 +461	+10%	+$49.3K	0.08%	90
2023 Q1	$509K	Sell	4,720 -69	-1%	-$7.37K	0.08%	89
2022 Q4	$505K	Sell	4,789 -1,844	-28%	-$192K	0.09%	86
2022 Q3	$680K	Hold	6,633	–	–	0.13%	73
2022 Q2	$705K	Sell	6,633 -256	-4%	-$27.3K	0.13%	70
2022 Q1	$755K	Sell	6,889 -648	-9%	-$73.1K	0.12%	74
2021 Q4	$876K	Hold	7,537	–	–	0.13%	72
2021 Q3	$876K	Sell	7,537 -215	-3%	-$25.2K	0.14%	73
2021 Q2	$909K	Sell	7,752 -39	-0.5%	-$4.56K	0.15%	73
2021 Q1	$904K	Buy	7,791 +30	+0.4%	+$3.5K	0.16%	72
2020 Q4	$910K	Buy	7,761 +734	+10%	+$85.3K	0.18%	67
2020 Q3	$815K	Sell	7,027 -710	-9%	-$82.5K	0.18%	68
2020 Q2	$893K	Sell	7,737 -21	-0.3%	-$2.38K	0.22%	60
2020 Q1	$877K	Sell	7,758 -775	-9%	-$88.5K	0.23%	56
2019 Q4	$972K	Hold	8,533	–	–	0.21%	64
2019 Q3	$974K	Sell	8,533 -186	-2%	-$21.2K	0.22%	63
2019 Q2	$986K	Sell	8,719 -1,262	-13%	-$141K	0.23%	64
2019 Q1	$1.11M	Hold	9,981	–	–	0.26%	64
2018 Q4	$1.09M	Sell	9,981 -156	-2%	-$16.8K	0.31%	60
2018 Q3	$1.09M	Sell	10,137 -260	-3%	-$28.3K	0.25%	70
2018 Q2	$1.13M	Buy	10,397 +1,491	+17%	+$162K	0.31%	58
2018 Q1	$970K	Sell	8,906 -77	-0.9%	-$8.4K	0.28%	61
2017 Q4	$995K	Sell	8,983 -180	-2%	-$19.9K	0.28%	64
2017 Q3	$1.02M	Buy	9,163 +13	+0.1%	+$1.44K	0.28%	67
2017 Q2	$1.01M	Buy	9,150 +622	+7%	+$68.4K	0.32%	60
2017 Q1	$929K	Sell	8,528 -30	-0.4%	-$3.25K	0.3%	66
2016 Q4	$926K	Buy	8,558 +170	+2%	+$18.6K	0.29%	67
2016 Q3	$946K	Sell	8,388 -180	-2%	-$20.4K	0.3%	73
2016 Q2	$976K	Buy	8,568 +105	+1%	+$11.8K	0.35%	64
2016 Q1	$945K	Sell	8,463 -1,160	-12%	-$129K	0.39%	55
2015 Q4	$1.06M	Sell	9,623 -275	-3%	-$30.2K	0.45%	57
2015 Q3	$1.08M	Hold	9,898	–	–	0.48%	54
2015 Q2	$1.07M	Hold	9,898	–	–	0.47%	53
2015 Q1	$1.09M	Buy	9,898 +3,500	+55%	+$387K	0.51%	51
2014 Q4	$706K	Buy	6,398 +356	+6%	+$39.1K	0.37%	61
2014 Q3	$663K	Sell	6,042 -410	-6%	-$44.7K	0.37%	62
2014 Q2	$701K	Buy	6,452 +560	+10%	+$60.6K	0.37%	62
2014 Q1	$631K	Buy	5,892 +1,681	+40%	+$178K	0.32%	70
2013 Q4	$437K	Buy	+4,211	New	+$439K	0.23%	71

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

West Coast Financial's MUB Position: Q2 2025 in Review

West Coast Financial sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 3,887 shares — an estimated $410K sold.

West Coast Financial first reported a position in MUB in Q4 2013 and held it in 46 quarters. The position peaked at $1.13M in Q2 2018. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

West Coast Financial reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
West Coast Financial sold 3,887 iShares National Muni Bond ETF shares in Q2 2025, an estimated $410K.
West Coast Financial first reported a position in iShares National Muni Bond ETF in Q4 2013 and held it in 46 quarters.
West Coast Financial's iShares National Muni Bond ETF position peaked at $1.13M in Q2 2018.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.