Concurrent Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Concurrent Investment 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	$4.35M	Buy	40,998 +3,017	+8%	+$324K	0.05%	385
2025 Q4	$4.07M	Buy	37,981 +1,569	+4%	+$168K	0.05%	379
2025 Q3	$3.88M	Sell	36,412 -1,413	-4%	-$148K	0.07%	288
2025 Q2	$3.95M	Buy	37,825 +5,358	+17%	+$557K	0.08%	267
2025 Q1	$3.42M	Buy	32,467 +9,700	+43%	+$1.03M	0.08%	248
2024 Q4	$2.43M	Buy	22,767 +1,066	+5%	+$115K	0.07%	285
2024 Q3	$2.36M	Sell	21,701 -35	-0.2%	-$3.77K	0.07%	269
2024 Q2	$2.32M	Sell	21,736 -523	-2%	-$55.7K	0.08%	240
2024 Q1	$2.4M	Buy	22,259 +2,643	+13%	+$285K	0.1%	213
2023 Q4	$2.13M	Buy	+19,616	New	+$2.05M	0.1%	220

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

Concurrent Investment Advisors's MUB Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares National Muni Bond ETF (MUB) stake by 7.9% in Q1 2026, buying an estimated $324K and bringing the position to 40,998 shares worth $4.35M. The position accounts for 0.05% of the portfolio, ranked #385.

Concurrent Investment Advisors first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Concurrent Investment Advisors held 40,998 shares of iShares National Muni Bond ETF worth $4.35M as of Q1 2026.
Concurrent Investment Advisors bought 3,017 iShares National Muni Bond ETF shares in Q1 2026, an estimated $324K.
iShares National Muni Bond ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q1 2026, its #385 holding.
Concurrent Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.