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Cardinal Strategic Wealth Guidance’s iShares National Muni Bond ETF MUB Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$18.8M Sell
177,441
-4,898
-3% -$527K 4.97% 8
2025
Q4 		$19.5M Sell
182,339
-26,567
-13% -$2.84M 5.1% 7
2025
Q3 		$22.2M Buy
208,906
+23,670
+13% +$2.48M 5.98% 5
2025
Q2 		$19.4M Sell
185,236
-21,134
-10% -$2.2M 5.58% 5
2025
Q1 		$21.8M Buy
206,370
+1,973
+1% +$210K 6.95% 4
2024
Q4 		$21.8M Sell
204,397
-334
-0.2% -$35.9K 6.94% 4
2024
Q3 		$22.2M Buy
204,731
+5,220
+3% +$563K 7.28% 5
2024
Q2 		$21.3M Buy
199,511
+1,553
+0.8% +$165K 7.66% 5
2024
Q1 		$21.3M Buy
197,958
+5,771
+3% +$623K 8.01% 4
2023
Q4 		$20.8M Buy
192,187
+40,616
+27% +$4.24M 8.28% 4
2023
Q3 		$15.5M Sell
151,571
-1,601
-1% -$169K 7.2% 6
2023
Q2 		$16.3M Buy
153,172
+880
+0.6% +$94.1K 7.26% 5
2023
Q1 		$16.4M Buy
152,292
+149,423
+5,208% +$16M 7.61% 5
2022
Q4 		$303K Sell
2,869
-191,969
-99% -$20M 0.15% 57
2022
Q3 		$20M Buy
194,838
+49,156
+34% +$5.23M 10.62% 3
2022
Q2 		$15.5M Buy
145,682
+36,190
+33% +$3.86M 7.9% 3
2022
Q1 		$12M Sell
109,492
-16,130
-13% -$1.82M 5.51% 5
2021
Q4 		$14.6M Sell
125,622
-8,528
-6% -$990K 6.81% 4
2021
Q3 		$15.6M Sell
134,150
-15,506
-10% -$1.82M 8.16% 3
2021
Q2 		$17.5M Buy
149,656
+3,437
+2% +$402K 9.23% 2
2021
Q1 		$17M Buy
146,219
+9,062
+7% +$1.06M 9.95% 2
2020
Q4 		$16.1M Buy
137,157
+17,022
+14% +$1.98M 9.54% 3
2020
Q3 		$13.9M Buy
120,135
+9,272
+8% +$1.08M 9.85% 3
2020
Q2 		$12.8M Buy
110,863
+19,200
+21% +$2.18M 9.52% 3
2020
Q1 		$10.4M Buy
+91,663
New +$10.5M 9.49% 6

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

Cardinal Strategic Wealth Guidance's MUB Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance reduced its iShares National Muni Bond ETF (MUB) stake by 2.7% in Q1 2026, selling an estimated $527K and leaving 177,441 shares worth $18.8M. The position accounts for 4.97% of the portfolio, ranked #8.

Cardinal Strategic Wealth Guidance first reported a position in MUB in Q1 2020 and has held it in 25 quarters since. The position peaked at $22.2M in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Cardinal Strategic Wealth Guidance held 177,441 shares of iShares National Muni Bond ETF worth $18.8M as of Q1 2026.
  • Cardinal Strategic Wealth Guidance sold 4,898 iShares National Muni Bond ETF shares in Q1 2026, an estimated $527K.
  • iShares National Muni Bond ETF made up 4.97% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #8 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Cardinal Strategic Wealth Guidance's iShares National Muni Bond ETF position peaked at $22.2M in Q3 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.