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

Whitney & 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
Q4 		– Sell
-2,280
Closed -$243K – 182
2025
Q3 		$243K Sell
2,280
-226
-9% -$23.7K 0.02% 123
2025
Q2 		$262K Hold
2,506
– – 0.03% 121
2025
Q1 		$264K Sell
2,506
-1,879
-43% -$200K 0.03% 116
2024
Q4 		$467K Buy
4,385
+299
+7% +$32.1K 0.05% 86
2024
Q3 		$444K Hold
4,086
– – 0.05% 89
2024
Q2 		$435K Buy
4,086
+913
+29% +$97.2K 0.05% 88
2024
Q1 		$341K Buy
3,173
+668
+27% +$72.1K 0.04% 103
2023
Q4 		$272K Sell
2,505
-155
-6% -$16.2K 0.04% 106
2023
Q3 		$273K Sell
2,660
-1,685
-39% -$178K 0.04% 110
2023
Q2 		$464K Buy
4,345
+105
+2% +$11.2K 0.07% 87
2023
Q1 		$457K Buy
4,240
+1,398
+49% +$149K 0.07% 89
2022
Q4 		$300K Sell
2,842
-1,237
-30% -$129K 0.06% 103
2022
Q3 		$418K Buy
4,079
+595
+17% +$63.3K 0.08% 94
2022
Q2 		$371K Sell
3,484
-2,997
-46% -$320K 0.07% 97
2022
Q1 		$711K Buy
6,481
+1,029
+19% +$116K 0.11% 82
2021
Q4 		$634K Buy
5,452
+2,213
+68% +$257K 0.09% 86
2021
Q3 		$376K Buy
3,239
+453
+16% +$53.1K 0.06% 99
2021
Q2 		$327K Sell
2,786
-535
-16% -$62.5K 0.05% 105
2021
Q1 		$385K Buy
3,321
+61
+2% +$7.12K 0.07% 97
2020
Q4 		$383K Buy
3,260
+1,469
+82% +$171K 0.06% 98
2020
Q3 		$208K Sell
1,791
-477
-21% -$55.4K 0.04% 109
2020
Q2 		$262K Hold
2,268
– – 0.05% 94
2020
Q1 		$256K Hold
2,268
– – 0.06% 88
2019
Q4 		$258K Buy
+2,268
New +$258K 0.05% 101

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

Whitney & Co's MUB Position: Q4 2025 in Review

Whitney & Co sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 2,280 shares — an estimated $243K sold.

Whitney & Co first reported a position in MUB in Q4 2019 and held it in 24 quarters. The position peaked at $711K in Q1 2022. 1,631 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • Whitney & Co reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Whitney & Co sold 2,280 iShares National Muni Bond ETF shares in Q4 2025, an estimated $243K.
  • Whitney & Co first reported a position in iShares National Muni Bond ETF in Q4 2019 and held it in 24 quarters.
  • Whitney & Co's iShares National Muni Bond ETF position peaked at $711K in Q1 2022.
  • 1,631 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Whitney & Co's 13F filing for Q4 2025, filed 30 Jan 2026.