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

Cosner Financial 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
2025 Q1	–	Sell	-25,654	Closed	-$2.73M	–	39
2024 Q4	$2.73M	Hold	25,654	–	–	1.73%	14
2024 Q3	$2.79M	Sell	25,654 -14,636	-36%	-$1.58M	1.8%	14
2024 Q2	$4.29M	Sell	40,290 -1,161	-3%	-$124K	3.04%	11
2024 Q1	$4.46M	Buy	41,451 +10,567	+34%	+$1.14M	3.19%	11
2023 Q4	$3.35M	Sell	30,884 -7,696	-20%	-$804K	2.83%	11
2023 Q3	$3.96M	Buy	38,580 +505	+1%	+$53.3K	3.49%	12
2023 Q2	$4.06M	Buy	+38,075	New	+$4.07M	3.35%	12

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cosner Financial Group's MUB Position: Q1 2025 in Review

Cosner Financial Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 25,654 shares — an estimated $2.73M sold.

Cosner Financial Group first reported a position in MUB in Q2 2023 and held it in 7 quarters. The position peaked at $4.46M in Q1 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

Cosner Financial Group reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
Cosner Financial Group sold 25,654 iShares National Muni Bond ETF shares in Q1 2025, an estimated $2.73M.
Cosner Financial Group first reported a position in iShares National Muni Bond ETF in Q2 2023 and held it in 7 quarters.
Cosner Financial Group's iShares National Muni Bond ETF position peaked at $4.46M in Q1 2024.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on Cosner Financial Group's 13F filing for Q1 2025, filed 7 May 2025.