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 Q2	$36.4K	Hold	338	–	–	0.02%	404
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Caitlin John's MUB Position: Q2 2026 in Review

Caitlin John held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 338 shares worth $36.4K. The position accounts for 0.02% of the portfolio, ranked #404.

Caitlin John first reported a position in MUB in Q4 2023 and has held it in 9 quarters since. The position peaked at $46.9K in Q3 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Caitlin John held 338 shares of iShares National Muni Bond ETF worth $36.4K as of Q2 2026.
Caitlin John left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.02% of Caitlin John's portfolio in Q2 2026, its #404 holding.
Caitlin John first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's iShares National Muni Bond ETF position peaked at $46.9K in Q3 2024.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.