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

Catalyst 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	$8.98M	Buy	84,626 +3,948	+5%	+$424K	1.06%	19
2025 Q4	$8.64M	Buy	80,678 +6,762	+9%	+$724K	0.96%	18
2025 Q3	$7.87M	Sell	73,916 -17,937	-20%	-$1.88M	0.95%	17
2025 Q2	$9.6M	Sell	91,853 -12,510	-12%	-$1.3M	1.05%	14
2025 Q1	$11M	Buy	104,363 +8,342	+9%	+$887K	2.03%	11
2024 Q4	$10.2M	Buy	96,021 +3,068	+3%	+$330K	1.92%	11
2024 Q3	$10.1M	Buy	92,953 +6,253	+7%	+$674K	1.98%	11
2024 Q2	$9.24M	Buy	86,700 +182	+0.2%	+$19.4K	2.03%	11
2024 Q1	$9.2M	Buy	86,518 +14,010	+19%	+$1.51M	2.37%	10
2023 Q4	$7.86M	Buy	72,508 +11,559	+19%	+$1.21M	2.22%	10
2023 Q3	$6.25M	Buy	60,949 +9,974	+20%	+$1.05M	2.02%	12
2023 Q2	$5.44M	Buy	50,975 +7,735	+18%	+$827K	1.94%	13
2023 Q1	$4.66M	Sell	43,240 -271	-0.6%	-$29K	1.99%	13
2022 Q4	$4.59M	Buy	+43,511	New	+$4.53M	2.36%	10

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

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

Catalyst Financial Partners increased its iShares National Muni Bond ETF (MUB) stake by 4.9% in Q1 2026, buying an estimated $424K and bringing the position to 84,626 shares worth $8.98M. The position accounts for 1.06% of the portfolio, ranked #19.

Catalyst Financial Partners first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $11M in Q1 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Catalyst Financial Partners held 84,626 shares of iShares National Muni Bond ETF worth $8.98M as of Q1 2026.
Catalyst Financial Partners bought 3,948 iShares National Muni Bond ETF shares in Q1 2026, an estimated $424K.
iShares National Muni Bond ETF made up 1.06% of Catalyst Financial Partners's portfolio in Q1 2026, its #19 holding.
Catalyst Financial Partners first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Catalyst Financial Partners's iShares National Muni Bond ETF position peaked at $11M in Q1 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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