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Auour Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Auour Investments’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 		– Sell
-1,931
Closed -$207K – 93
2025
Q4 		$207K Buy
+1,931
New +$207K 0.07% 88
2025
Q1 		– Sell
-2,378
Closed -$253K – 80
2024
Q4 		$253K Buy
+2,378
New +$255K 0.09% 72
2024
Q3 		– Sell
-2,340
Closed -$249K – 80
2024
Q2 		$249K Buy
2,340
+98
+4% +$10.4K 0.09% 67
2024
Q1 		$241K Sell
2,242
-156
-7% -$16.8K 0.09% 70
2023
Q4 		$258K Sell
2,398
-485
-17% -$50.7K 0.1% 67
2023
Q3 		$295K Sell
2,883
-421
-13% -$44.4K 0.12% 64
2023
Q2 		$353K Buy
+3,304
New +$353K 0.15% 57

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 22.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Auour Investments's MUB Position: Q1 2026 in Review

Auour Investments sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 1,931 shares — an estimated $207K sold.

Auour Investments first reported a position in MUB in Q2 2023 and held it in 7 quarters. The position peaked at $353K in Q2 2023. 1,634 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Auour Investments reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Auour Investments sold 1,931 iShares National Muni Bond ETF shares in Q1 2026, an estimated $207K.
  • Auour Investments first reported a position in iShares National Muni Bond ETF in Q2 2023 and held it in 7 quarters.
  • Auour Investments's iShares National Muni Bond ETF position peaked at $353K in Q2 2023.
  • 1,634 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Auour Investments's 13F filing for Q1 2026, filed 20 Apr 2026.