Csenge Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Csenge Advisory 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
2026 Q2	$3.25M	Buy	30,164 +1,138	+4%	+$122K	0.13%	148
2026 Q1	$3.08M	Sell	29,026 -1,427	-5%	-$153K	0.14%	136
2025 Q4	$3.26M	Buy	30,453 +9,137	+43%	+$978K	0.15%	132
2025 Q3	$2.27M	Sell	21,316 -3,822	-15%	-$400K	0.11%	164
2025 Q2	$2.61M	Sell	25,138 -4,533	-15%	-$471K	0.14%	128
2025 Q1	$3.07M	Sell	29,671 -8,742	-23%	-$930K	0.17%	110
2024 Q4	$4.09M	Buy	38,413 +9,971	+35%	+$1.07M	0.22%	91
2024 Q3	$3.07M	Buy	28,442 +3,937	+16%	+$424K	0.16%	114
2024 Q2	$2.61M	Buy	24,505 +1,270	+5%	+$135K	0.15%	118
2024 Q1	$2.5M	Sell	23,235 -718	-3%	-$77.5K	0.14%	123
2023 Q4	$2.6M	Buy	23,953 +5,679	+31%	+$593K	0.16%	114
2023 Q3	$1.87M	Buy	18,274 +3,494	+24%	+$369K	0.13%	137
2023 Q2	$1.58M	Buy	14,780 +1,687	+13%	+$180K	0.11%	156
2023 Q1	$1.41M	Sell	13,093 -5,427	-29%	-$580K	0.1%	160
2022 Q4	$1.95M	Buy	18,520 +8,814	+91%	+$919K	0.15%	131
2022 Q3	$996K	Buy	9,706 +1,810	+23%	+$192K	0.08%	201
2022 Q2	$840K	Sell	7,896 -605	-7%	-$64.6K	0.07%	241
2022 Q1	$932K	Sell	8,501 -3,465	-29%	-$391K	0.07%	234
2021 Q4	$1.4M	Sell	11,966 -696	-5%	-$80.8K	0.12%	138
2021 Q3	$1.47M	Buy	12,662 +696	+6%	+$81.6K	0.12%	145
2021 Q2	$1.4M	Buy	11,966 +2,019	+20%	+$236K	0.12%	138
2021 Q1	$1.16M	Buy	9,947 +6,982	+235%	+$814K	0.12%	133
2020 Q4	$347K	Buy	2,965 +223	+8%	+$25.9K	0.04%	293
2020 Q3	$317K	Buy	2,742 +969	+55%	+$113K	0.04%	296
2020 Q2	$205K	Sell	1,773 -475	-21%	-$53.9K	0.03%	350
2020 Q1	$254K	Buy	2,248 +403	+22%	+$46K	0.07%	243
2019 Q4	$210K	Buy	+1,845	New	+$210K	0.05%	270
2018 Q4	–	Sell	-168	Closed	-$18K	–	1005
2018 Q3	$18K	Buy	+168	New	+$18.3K	0.01%	405
2018 Q2	–	Sell	-4,862	Closed	-$530K	–	293
2018 Q1	$530K	Hold	4,862	–	–	0.18%	125
2017 Q4	$538K	Sell	4,862 -16	-0.3%	-$1.77K	0.19%	108
2017 Q3	$541K	Buy	+4,878	New	+$541K	0.21%	108

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Csenge Advisory Group's MUB Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares National Muni Bond ETF (MUB) stake by 3.9% in Q2 2026, buying an estimated $122K and bringing the position to 30,164 shares worth $3.25M. The position accounts for 0.13% of the portfolio, ranked #148.

Csenge Advisory Group first reported a position in MUB in Q3 2017 and has held it in 31 quarters since. The position peaked at $4.09M in Q4 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Csenge Advisory Group held 30,164 shares of iShares National Muni Bond ETF worth $3.25M as of Q2 2026.
Csenge Advisory Group bought 1,138 iShares National Muni Bond ETF shares in Q2 2026, an estimated $122K.
iShares National Muni Bond ETF made up 0.13% of Csenge Advisory Group's portfolio in Q2 2026, its #148 holding.
Csenge Advisory Group first reported a position in iShares National Muni Bond ETF in Q3 2017 and has held it in 31 quarters since.
Csenge Advisory Group's iShares National Muni Bond ETF position peaked at $4.09M in Q4 2024.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.