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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
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
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

Csenge Advisory Group's MUB Position: Q1 2026 in Review

Csenge Advisory Group reduced its iShares National Muni Bond ETF (MUB) stake by 4.7% in Q1 2026, selling an estimated $153K and leaving 29,026 shares worth $3.08M. The position accounts for 0.14% of the portfolio, ranked #136.

Csenge Advisory Group first reported a position in MUB in Q3 2017 and has held it in 30 quarters since. The position peaked at $4.09M in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Csenge Advisory Group held 29,026 shares of iShares National Muni Bond ETF worth $3.08M as of Q1 2026.
  • Csenge Advisory Group sold 1,427 iShares National Muni Bond ETF shares in Q1 2026, an estimated $153K.
  • iShares National Muni Bond ETF made up 0.14% of Csenge Advisory Group's portfolio in Q1 2026, its #136 holding.
  • Csenge Advisory Group first reported a position in iShares National Muni Bond ETF in Q3 2017 and has held it in 30 quarters since.
  • Csenge Advisory Group's iShares National Muni Bond ETF position peaked at $4.09M in Q4 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.