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CoreFirst Bank & Trust’s iShares National Muni Bond ETF MUB Stock Holding History

CoreFirst Bank & Trust’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 		$36K Sell
339
-24
-7% -$2.58K 0.02% 220
2025
Q4 		$38.9K Buy
+363
New +$38.9K 0.02% 221
2025
Q3 		– Sell
-150
Closed -$15.7K – 340
2025
Q2 		$15.7K Buy
+150
New +$15.6K 0.01% 278

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CoreFirst Bank & Trust's MUB Position: Q1 2026 in Review

CoreFirst Bank & Trust reduced its iShares National Muni Bond ETF (MUB) stake by 6.6% in Q1 2026, selling an estimated $2.58K and leaving 339 shares worth $36K. The position accounts for 0.02% of the portfolio, ranked #220.

CoreFirst Bank & Trust first reported a position in MUB in Q2 2025 and has held it in 3 quarters since. The position peaked at $38.9K in Q4 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • CoreFirst Bank & Trust held 339 shares of iShares National Muni Bond ETF worth $36K as of Q1 2026.
  • CoreFirst Bank & Trust sold 24 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.58K.
  • iShares National Muni Bond ETF made up 0.02% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #220 holding.
  • CoreFirst Bank & Trust first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • CoreFirst Bank & Trust's iShares National Muni Bond ETF position peaked at $38.9K in Q4 2025.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.