CFO4Life Group’s iShares National Muni Bond ETF MUB Stock Holding History

CFO4Life Group’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	$593K	Sell	5,587 -325	-5%	-$34.9K	0.09%	111
2025 Q4	$633K	Hold	5,912	–	–	0.09%	108
2025 Q3	$630K	Hold	5,912	–	–	0.09%	113
2025 Q2	$618K	Hold	5,912	–	–	0.1%	109
2025 Q1	$623K	Sell	5,912 -455	-7%	-$48.4K	0.1%	100
2024 Q4	$678K	Sell	6,367 -707	-10%	-$76K	0.12%	99
2024 Q3	$768K	Buy	7,074 +1,162	+20%	+$125K	0.14%	90
2024 Q2	$630K	Hold	5,912	–	–	0.12%	98
2024 Q1	$636K	Sell	5,912 -1,059	-15%	-$114K	0.12%	98
2023 Q4	$756K	Buy	+6,971	New	+$728K	0.14%	82

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

CFO4Life Group's MUB Position: Q1 2026 in Review

CFO4Life Group reduced its iShares National Muni Bond ETF (MUB) stake by 5.5% in Q1 2026, selling an estimated $34.9K and leaving 5,587 shares worth $593K. The position accounts for 0.09% of the portfolio, ranked #111.

CFO4Life Group first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $768K in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

CFO4Life Group held 5,587 shares of iShares National Muni Bond ETF worth $593K as of Q1 2026.
CFO4Life Group sold 325 iShares National Muni Bond ETF shares in Q1 2026, an estimated $34.9K.
iShares National Muni Bond ETF made up 0.09% of CFO4Life Group's portfolio in Q1 2026, its #111 holding.
CFO4Life Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
CFO4Life Group's iShares National Muni Bond ETF position peaked at $768K in Q3 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.