Cooksen Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Cooksen Wealth’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	$1.43M	Buy	13,511 +38	+0.3%	+$4.09K	1.04%	24
2025 Q4	$1.44M	Sell	13,473 -910	-6%	-$97.4K	1.06%	26
2025 Q3	$1.53M	Buy	14,383 +2,101	+17%	+$220K	1.14%	26
2025 Q2	$1.28M	Buy	12,282 +1,108	+10%	+$115K	1.03%	26
2025 Q1	$1.2M	Sell	11,174 -1,361	-11%	-$145K	1.22%	25
2024 Q4	$1.34M	Buy	12,535 +1,250	+11%	+$134K	1.23%	26
2024 Q3	$1.23M	Buy	11,285 +394	+4%	+$42.5K	1.15%	26
2024 Q2	$1.16M	Sell	10,891 -283	-3%	-$30.1K	1.17%	26
2024 Q1	$1.2M	Sell	11,174 -37	-0.3%	-$3.99K	1.25%	25
2023 Q4	$1.22M	Buy	+11,211	New	+$1.17M	1.38%	25

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

Cooksen Wealth's MUB Position: Q1 2026 in Review

Cooksen Wealth increased its iShares National Muni Bond ETF (MUB) stake by 0.28% in Q1 2026, buying an estimated $4.09K and bringing the position to 13,511 shares worth $1.43M. The position accounts for 1.04% of the portfolio, ranked #24.

Cooksen Wealth first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.53M in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Cooksen Wealth held 13,511 shares of iShares National Muni Bond ETF worth $1.43M as of Q1 2026.
Cooksen Wealth bought 38 iShares National Muni Bond ETF shares in Q1 2026, an estimated $4.09K.
iShares National Muni Bond ETF made up 1.04% of Cooksen Wealth's portfolio in Q1 2026, its #24 holding.
Cooksen Wealth first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Cooksen Wealth's iShares National Muni Bond ETF position peaked at $1.53M in Q3 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Cooksen Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.