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1ST Source Bank’s iShares National Muni Bond ETF MUB Stock Holding History

1ST Source Bank’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
2026
Q2 		$663K Sell
6,156
-269
-4% -$28.8K 0.03% 186
2026
Q1 		$682K Buy
6,425
+365
+6% +$39.2K 0.04% 182
2025
Q4 		$649K Hold
6,060
– – 0.03% 169
2025
Q3 		$645K Sell
6,060
-786
-11% -$82.3K 0.03% 173
2025
Q2 		$715K Buy
6,846
+836
+14% +$86.9K 0.04% 161
2025
Q1 		$634K Hold
6,010
– – 0.04% 169
2024
Q4 		$640K Hold
6,010
– – 0.04% 167
2024
Q3 		$653K Hold
6,010
– – 0.04% 166
2024
Q2 		$640K Sell
6,010
-514
-8% -$54.7K 0.04% 165
2024
Q1 		$702K Buy
6,524
+399
+7% +$43.1K 0.04% 161
2023
Q4 		$664K Buy
+6,125
New +$640K 0.04% 158

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

1ST Source Bank's MUB Position: Q2 2026 in Review

1ST Source Bank reduced its iShares National Muni Bond ETF (MUB) stake by 4.2% in Q2 2026, selling an estimated $28.8K and leaving 6,156 shares worth $663K. The position accounts for 0.03% of the portfolio, ranked #186.

1ST Source Bank first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $715K in Q2 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • 1ST Source Bank held 6,156 shares of iShares National Muni Bond ETF worth $663K as of Q2 2026.
  • 1ST Source Bank sold 269 iShares National Muni Bond ETF shares in Q2 2026, an estimated $28.8K.
  • iShares National Muni Bond ETF made up 0.03% of 1ST Source Bank's portfolio in Q2 2026, its #186 holding.
  • 1ST Source Bank first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1ST Source Bank's iShares National Muni Bond ETF position peaked at $715K in Q2 2025.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.