Crumly & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Crumly & Associates’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 Q3	$948K	Buy	9,374 +83	+0.9%	+$8.71K	0.17%	85
2026 Q2	$1000K	Sell	9,291 -8,594	-48%	-$919K	0.19%	71
2026 Q1	$1.9M	Sell	17,885 -2,597	-13%	-$279K	0.4%	52
2025 Q4	$2.19M	Buy	20,482 +118	+0.6%	+$12.6K	0.46%	47
2025 Q3	$2.17M	Buy	20,364 +9,804	+93%	+$1.03M	0.47%	45
2025 Q2	$1.1M	Sell	10,560 -7,124	-40%	-$741K	0.27%	57
2025 Q1	$1.86M	Buy	17,684 +474	+3%	+$50.4K	0.51%	41
2024 Q4	$1.83M	Buy	17,210 +238	+1%	+$25.6K	0.5%	42
2024 Q3	$1.84M	Buy	16,972 +5,571	+49%	+$600K	0.51%	45
2024 Q2	$1.21M	Buy	11,401 +2,757	+32%	+$294K	0.35%	51
2024 Q1	$930K	Buy	+8,644	New	+$933K	0.24%	61

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Crumly & Associates's MUB Position: Q3 2026 in Review

Crumly & Associates increased its iShares National Muni Bond ETF (MUB) stake by 0.89% in Q3 2026, buying an estimated $8.71K and bringing the position to 9,374 shares worth $948K. The position accounts for 0.17% of the portfolio, ranked #85.

Crumly & Associates first reported a position in MUB in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.19M in Q4 2025. 1,336 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Crumly & Associates held 9,374 shares of iShares National Muni Bond ETF worth $948K as of Q3 2026.
Crumly & Associates bought 83 iShares National Muni Bond ETF shares in Q3 2026, an estimated $8.71K.
iShares National Muni Bond ETF made up 0.17% of Crumly & Associates's portfolio in Q3 2026, its #85 holding.
Crumly & Associates first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 11 quarters since.
Crumly & Associates's iShares National Muni Bond ETF position peaked at $2.19M in Q4 2025.
1,336 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.