MUB — ISHARES NATIONAL MUNI BOND ETF

Ownership history in Liquid Strategies, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Liquid Strategies, LLC reported a position in ISHARES NATIONAL MUNI BOND ETF (MUB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
12.88% (2019 Q4)
Avg. % of fund
5.74%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 324,592 +62,028 +23.6% 7.57% $34.8M $106.55
2025 Q3 ADDED 262,564 +7,732 +3.0% 5.76% $28.0M $104.81
2025 Q2 REDUCED 254,832 -37,104 -12.7% 5.82% $26.6M $102.01
2025 Q1 ADDED 291,936 +35,184 +13.7% 5.80% $30.8M $102.12
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MUB price (monthly, adj. close)

Other funds also holding MUB

As of 2025 Q4 — sorted by position size

STAGE HARBOR FINANCIAL, LLC 10.88% PRAIRIEVIEW WEALTH PARTNERS, LLC 8.13% Bear Mountain Capital, Inc. 7.77% ESG Planning DBA Harper Investing 3Y 7.02% Kingdom Financial Group LLC. 6.52% Ackerman Capital Advisors, LLC 3Y 7Y 6.46% Arkos Global Advisors 3Y 7Y 6.4% Orgel Wealth Management, LLC 3Y 7Y 6.18% Nolet Wealth Management, LLC 5.89% Cardinal Strategic Wealth Guidance 3Y 5.1%
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