CJ
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Caitlin John’s iShares National Muni Bond ETF MUB Stock Holding History

Caitlin John’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 		$35.9K Hold
338
– – 0.02% 347
2025
Q4 		$36.2K Sell
338
-40
-11% -$4.28K 0.02% 354
2025
Q3 		$40.3K Buy
+378
New +$39.6K 0.03% 296
2025
Q1 		– Sell
-378
Closed -$40.3K – 549
2024
Q4 		$40.3K Sell
378
-60
-14% -$6.45K 0.03% 254
2024
Q3 		$46.9K Buy
438
+60
+16% +$6.47K 0.03% 248
2024
Q2 		$40.3K Buy
378
+300
+385% +$32K 0.03% 268
2024
Q1 		$8.39K Sell
78
-41
-34% -$4.42K 0.01% 483
2023
Q4 		$12.9K Buy
+119
New +$12.4K 0.01% 399

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

Caitlin John's MUB Position: Q1 2026 in Review

Caitlin John held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 338 shares worth $35.9K. The position accounts for 0.02% of the portfolio, ranked #347.

Caitlin John first reported a position in MUB in Q4 2023 and has held it in 8 quarters since. The position peaked at $46.9K in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Caitlin John held 338 shares of iShares National Muni Bond ETF worth $35.9K as of Q1 2026.
  • Caitlin John left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up 0.02% of Caitlin John's portfolio in Q1 2026, its #347 holding.
  • Caitlin John first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • Caitlin John's iShares National Muni Bond ETF position peaked at $46.9K in Q3 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.