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Upturn AI SWOT - About
iShares National Muni Bond ETF (MUB)
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Upturn Advisory Summary
10/29/2025: MUB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.5% | Avg. Invested days 40 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.9 | 52 Weeks Range 99.75 - 106.91 | Updated Date 06/30/2025 |
52 Weeks Range 99.75 - 106.91 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares National Muni Bond ETF
ETF Overview
Overview
The iShares National Muni Bond ETF (MUB) seeks to track the investment results of an index composed of investment-grade U.S. municipal bonds. It primarily invests in state and local government bonds exempt from U.S. federal income taxes, offering diversification across the U.S. municipal bond market. Its investment strategy involves holding a diversified portfolio of municipal bonds with varying maturities and credit ratings.
Reputation and Reliability
iShares is a well-regarded ETF provider, known for its extensive product line and reliable execution.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience in managing fixed income portfolios and employing sophisticated investment strategies.
Investment Objective
Goal
Seeks to track the investment results of an index composed of investment-grade U.S. municipal bonds.
Investment Approach and Strategy
Strategy: MUB aims to track the ICE US National Municipal Index.
Composition The ETF holds a portfolio of municipal bonds issued by state and local governments across the United States.
Market Position
Market Share: MUB holds a significant market share within the municipal bond ETF category.
Total Net Assets (AUM): 13810000000
Competitors
Key Competitors
- Vanguard Tax-Exempt Bond ETF (VTEB)
- SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI)
- Invesco National AMT-Free Municipal Bond ETF (PZA)
Competitive Landscape
The municipal bond ETF market is competitive, with iShares (MUB) and Vanguard (VTEB) dominating. MUB benefits from BlackRock's established presence and brand recognition, while VTEB typically offers a slightly lower expense ratio. Smaller ETFs such as TFI and PZA focus on different nuances of the municipal bond market and serve niche investor segments.
Financial Performance
Historical Performance: Historical performance can be found on the iShares website and varies based on market conditions; 5-year average return is approximately 2.3%.
Benchmark Comparison: The ETF's performance closely tracks the ICE US National Municipal Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
MUB exhibits high liquidity with a substantial average daily trading volume, facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread for MUB is generally tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation expectations, and state and local government fiscal health influence MUB's performance. Changes in tax policy can also affect the attractiveness of municipal bonds.
Growth Trajectory
MUB's growth is tied to the overall demand for tax-advantaged fixed income investments, which fluctuates based on market sentiment and regulatory changes.
Moat and Competitive Advantages
Competitive Edge
iShares National Muni Bond ETF's competitive edge lies in its brand recognition, large AUM, and tight tracking of its benchmark index. BlackRock's expertise in fixed income management and efficient trading operations contributes to the ETF's ability to deliver consistent results. Its large size allows for economies of scale, helping to keep expense ratios low. Its focus on national municipal bonds provides broad exposure and diversification within the municipal bond market.
Risk Analysis
Volatility
MUB's volatility is generally lower compared to equity ETFs, reflecting the stable nature of investment-grade municipal bonds.
Market Risk
MUB is subject to interest rate risk (rising rates can decrease bond values) and credit risk (issuers may default), although it predominantly holds investment-grade bonds to mitigate credit risk.
Investor Profile
Ideal Investor Profile
MUB is suitable for investors seeking tax-advantaged income, diversification in fixed income, and a relatively low-risk investment option.
Market Risk
MUB is best for long-term investors seeking stable income and capital preservation, making it suitable for retirement accounts and other tax-sensitive investment strategies.
Summary
The iShares National Muni Bond ETF (MUB) provides exposure to a broad basket of investment-grade US municipal bonds. It offers tax-exempt income and diversification benefits, making it a suitable choice for long-term investors seeking stability and income within their fixed-income portfolio. The fund's low expense ratio and high liquidity make it an attractive option in the municipal bond ETF market. However, investors should consider interest rate risk and the potential impact of tax policy changes on the fund's performance.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares National Muni Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index includes municipal bonds, the interest of which is exempt from Federal income taxes and not subject to alternative minimum tax. The fund will invest at least 80% of its assets in the component securities of the underlying index and it will invest at least 90% of its assets in fixed income securities of the types included in the underlying index that BFA believes will help the fund track the underlying index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.