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

Altiora 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	$752K	Buy	7,084 +13	+0.2%	+$1.4K	0.12%	61
2025 Q4	$757K	Buy	7,071 +25	+0.4%	+$2.68K	0.13%	58
2025 Q3	$750K	Buy	7,046 +18	+0.3%	+$1.88K	0.14%	52
2025 Q2	$734K	Buy	7,028 +350	+5%	+$36.4K	0.14%	55
2025 Q1	$704K	Hold	6,678	–	–	0.15%	54
2024 Q4	$712K	Hold	6,678	–	–	0.15%	56
2024 Q3	$725K	Buy	6,678 +1,050	+19%	+$113K	0.16%	56
2024 Q2	$600K	Hold	5,628	–	–	0.14%	57
2024 Q1	$606K	Hold	5,628	–	–	0.16%	49
2023 Q4	$610K	Buy	5,628 +828	+17%	+$86.5K	0.18%	48
2023 Q3	$492K	Hold	4,800	–	–	0.23%	37
2023 Q2	$512K	Hold	4,800	–	–	0.23%	40
2023 Q1	$517K	Hold	4,800	–	–	0.24%	38
2022 Q4	$506K	Buy	+4,800	New	+$500K	0.25%	34

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Altiora Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 0.18% in Q1 2026, buying an estimated $1.4K and bringing the position to 7,084 shares worth $752K. The position accounts for 0.12% of the portfolio, ranked #61.

Altiora Financial Group first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $757K in Q4 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Altiora Financial Group held 7,084 shares of iShares National Muni Bond ETF worth $752K as of Q1 2026.
Altiora Financial Group bought 13 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.4K.
iShares National Muni Bond ETF made up 0.12% of Altiora Financial Group's portfolio in Q1 2026, its #61 holding.
Altiora Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Altiora Financial Group's iShares National Muni Bond ETF position peaked at $757K in Q4 2025.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.