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

Cynosure 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	$884K	Sell	8,332 -12,212	-59%	-$1.31M	0.11%	57
2025 Q4	$2.2M	Buy	+20,544	New	+$2.2M	0.22%	47
2024 Q2	–	Sell	-16,247	Closed	-$1.75M	–	340
2024 Q1	$1.75M	Buy	16,247 +79	+0.5%	+$8.53K	0.31%	42
2023 Q4	$1.75M	Sell	16,168 -5,843	-27%	-$611K	0.32%	71
2023 Q3	$2.26M	Buy	22,011 +18,731	+571%	+$1.98M	0.69%	42
2023 Q2	$350K	Buy	+3,280	New	+$351K	0.11%	109

Other funds holding MUB

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

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Cynosure Group's MUB Position: Q1 2026 in Review

Cynosure Group reduced its iShares National Muni Bond ETF (MUB) stake by 59% in Q1 2026, selling an estimated $1.31M and leaving 8,332 shares worth $884K. The position accounts for 0.11% of the portfolio, ranked #57.

Cynosure Group first reported a position in MUB in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.26M in Q3 2023. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Cynosure Group held 8,332 shares of iShares National Muni Bond ETF worth $884K as of Q1 2026.
Cynosure Group sold 12,212 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.31M.
iShares National Muni Bond ETF made up 0.11% of Cynosure Group's portfolio in Q1 2026, its #57 holding.
Cynosure Group first reported a position in iShares National Muni Bond ETF in Q2 2023 and has held it in 6 quarters since.
Cynosure Group's iShares National Muni Bond ETF position peaked at $2.26M in Q3 2023.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.