Cascade Financial Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Cascade Financial Partners’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	$5.01M	Buy	47,191 +12,171	+35%	+$1.31M	0.52%	49
2025 Q4	$3.75M	Sell	35,020 -1,985	-5%	-$213K	0.38%	59
2025 Q3	$3.94M	Buy	37,005 +2,758	+8%	+$289K	0.45%	49
2025 Q2	$3.58M	Sell	34,247 -5,366	-14%	-$558K	0.43%	49
2025 Q1	$4.18M	Buy	39,613 +1,191	+3%	+$127K	0.53%	38
2024 Q4	$4.09M	Sell	38,422 -4,949	-11%	-$532K	0.53%	34
2024 Q3	$4.65M	Sell	43,371 -731	-2%	-$78.8K	0.58%	32
2024 Q2	$4.7M	Sell	44,102 -1,073	-2%	-$114K	0.62%	30
2024 Q1	$4.81M	Buy	+45,175	New	+$4.87M	0.69%	28

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cascade Financial Partners's MUB Position: Q1 2026 in Review

Cascade Financial Partners increased its iShares National Muni Bond ETF (MUB) stake by 35% in Q1 2026, buying an estimated $1.31M and bringing the position to 47,191 shares worth $5.01M. The position accounts for 0.52% of the portfolio, ranked #49.

Cascade Financial Partners first reported a position in MUB in Q1 2024 and has held it in 9 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Cascade Financial Partners held 47,191 shares of iShares National Muni Bond ETF worth $5.01M as of Q1 2026.
Cascade Financial Partners bought 12,171 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.31M.
iShares National Muni Bond ETF made up 0.52% of Cascade Financial Partners's portfolio in Q1 2026, its #49 holding.
Cascade Financial Partners first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.