Connable Office Inc’s iShares National Muni Bond ETF MUB Stock Holding History

Connable Office Inc’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	$7.89M	Buy	74,306 +20,124	+37%	+$2.16M	0.78%	18
2025 Q4	$5.8M	Buy	54,182 +3,926	+8%	+$420K	0.53%	30
2025 Q3	$5.35M	Buy	50,256 +34,251	+214%	+$3.58M	0.5%	30
2025 Q2	$1.67M	Buy	16,005 +10,820	+209%	+$1.12M	0.17%	76
2025 Q1	$547K	Buy	5,185 +662	+15%	+$70.4K	0.06%	127
2024 Q4	$482K	Buy	+4,523	New	+$486K	0.05%	146
2024 Q1	–	Sell	-8,046	Closed	-$872K	–	227
2023 Q4	$872K	Buy	+8,046	New	+$841K	0.11%	96
2023 Q3	–	Sell	-5,509	Closed	-$588K	–	201
2023 Q2	$588K	Buy	+5,509	New	+$589K	0.08%	110
2022 Q2	–	Sell	-3,822	Closed	-$419K	–	221
2022 Q1	$419K	Sell	3,822 -8,718	-70%	-$984K	0.06%	141
2021 Q4	$1.46M	Buy	+12,540	New	+$1.46M	0.19%	90
2021 Q1	–	Sell	-2,091	Closed	-$245K	–	231
2020 Q4	$245K	Buy	+2,091	New	+$243K	0.04%	200
2016 Q3	–	Sell	-4,076	Closed	-$464K	–	216
2016 Q2	$464K	Sell	4,076 -15,950	-80%	-$1.8M	0.13%	83
2016 Q1	$2.24M	Buy	+20,026	New	+$2.23M	0.62%	48

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

Connable Office Inc's MUB Position: Q1 2026 in Review

Connable Office Inc increased its iShares National Muni Bond ETF (MUB) stake by 37% in Q1 2026, buying an estimated $2.16M and bringing the position to 74,306 shares worth $7.89M. The position accounts for 0.78% of the portfolio, ranked #18.

Connable Office Inc first reported a position in MUB in Q1 2016 and has held it in 13 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Connable Office Inc held 74,306 shares of iShares National Muni Bond ETF worth $7.89M as of Q1 2026.
Connable Office Inc bought 20,124 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.16M.
iShares National Muni Bond ETF made up 0.78% of Connable Office Inc's portfolio in Q1 2026, its #18 holding.
Connable Office Inc first reported a position in iShares National Muni Bond ETF in Q1 2016 and has held it in 13 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Connable Office Inc's 13F filing for Q1 2026, filed 29 Apr 2026.