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Cardiff Park Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Cardiff Park Advisors’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 		$272K Buy
2,560
+9
+0.4% +$968 0.02% 246
2025
Q4 		$273K Buy
2,551
+16
+0.6% +$1.71K 0.02% 230
2025
Q3 		$270K Buy
2,535
+12
+0.5% +$1.26K 0.02% 248
2025
Q2 		$264K Buy
2,523
+12
+0.5% +$1.25K 0.02% 235
2025
Q1 		$265K Buy
2,511
+8
+0.3% +$851 0.03% 226
2024
Q4 		$267K Buy
2,503
+15
+0.6% +$1.61K 0.03% 225
2024
Q3 		$270K Sell
2,488
-137
-5% -$14.8K 0.02% 216
2024
Q2 		$280K Buy
2,625
+159
+6% +$16.9K 0.03% 201
2024
Q1 		$265K Buy
2,466
+7
+0.3% +$755 0.03% 216
2023
Q4 		$267K Buy
2,459
+14
+0.6% +$1.46K 0.03% 198
2023
Q3 		$251K Buy
2,445
+10
+0.4% +$1.05K 0.03% 196
2023
Q2 		$260K Sell
2,435
-169
-6% -$18.1K 0.03% 204
2023
Q1 		$281K Buy
2,604
+184
+8% +$19.7K 0.04% 189
2022
Q4 		$255K Buy
2,420
+11
+0.5% +$1.15K 0.04% 207
2022
Q3 		$247K Sell
2,409
-609
-20% -$64.7K 0.04% 207
2022
Q2 		$321K Sell
3,018
-1,311
-30% -$140K 0.05% 186
2022
Q1 		$475K Buy
4,329
+6
+0.1% +$677 0.07% 146
2021
Q4 		$503K Buy
+4,323
New +$502K 0.07% 140

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

Cardiff Park Advisors's MUB Position: Q1 2026 in Review

Cardiff Park Advisors increased its iShares National Muni Bond ETF (MUB) stake by 0.35% in Q1 2026, buying an estimated $968 and bringing the position to 2,560 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #246.

Cardiff Park Advisors first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $503K in Q4 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Cardiff Park Advisors held 2,560 shares of iShares National Muni Bond ETF worth $272K as of Q1 2026.
  • Cardiff Park Advisors bought 9 iShares National Muni Bond ETF shares in Q1 2026, an estimated $968.
  • iShares National Muni Bond ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #246 holding.
  • Cardiff Park Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Cardiff Park Advisors's iShares National Muni Bond ETF position peaked at $503K in Q4 2021.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.