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ABLE Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

ABLE Financial Group’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
Q1 		$1.31M Sell
12,376
-2,244
-15% -$241K 0.26% 76
2025
Q4 		$1.57M Sell
14,620
-268
-2% -$28.7K 0.32% 61
2025
Q3 		$1.59M Sell
14,888
-10,601
-42% -$1.11M 0.34% 62
2025
Q2 		$2.66M Buy
25,489
+13,643
+115% +$1.42M 0.64% 38
2025
Q1 		$1.25M Sell
11,846
-3,694
-24% -$393K 0.35% 55
2024
Q4 		$1.66M Sell
15,540
-2,881
-16% -$310K 0.49% 46
2024
Q3 		$2M Buy
18,421
+530
+3% +$57.1K 0.62% 34
2024
Q2 		$1.91M Sell
17,891
-777
-4% -$82.8K 0.69% 31
2024
Q1 		$2.01M Sell
18,668
-2,367
-11% -$255K 0.79% 29
2023
Q4 		$2.28M Buy
21,035
+18,805
+843% +$1.97M 0.99% 24
2023
Q3 		$229K Sell
2,230
-528
-19% -$55.7K 0.11% 120
2023
Q2 		$294K Buy
+2,758
New +$295K 0.15% 107

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ABLE Financial Group's MUB Position: Q1 2026 in Review

ABLE Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 15% in Q1 2026, selling an estimated $241K and leaving 12,376 shares worth $1.31M. The position accounts for 0.26% of the portfolio, ranked #76.

ABLE Financial Group first reported a position in MUB in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.66M in Q2 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • ABLE Financial Group held 12,376 shares of iShares National Muni Bond ETF worth $1.31M as of Q1 2026.
  • ABLE Financial Group sold 2,244 iShares National Muni Bond ETF shares in Q1 2026, an estimated $241K.
  • iShares National Muni Bond ETF made up 0.26% of ABLE Financial Group's portfolio in Q1 2026, its #76 holding.
  • ABLE Financial Group first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • ABLE Financial Group's iShares National Muni Bond ETF position peaked at $2.66M in Q2 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.