CCG
MUB icon

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

Cypress Capital 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 		$1.35M Sell
12,751
-2,849
-18% -$306K 0.15% 107
2025
Q4 		$1.67M Buy
15,600
+1,400
+10% +$150K 0.19% 95
2025
Q3 		$1.51M Sell
14,200
-2,231
-14% -$233K 0.18% 98
2025
Q2 		$1.72M Buy
16,431
+1,470
+10% +$153K 0.21% 90
2025
Q1 		$1.58M Sell
14,961
-49
-0.3% -$5.21K 0.21% 95
2024
Q4 		$1.6M Sell
15,010
-8,780
-37% -$943K 0.2% 93
2024
Q3 		$2.58M Sell
23,790
-1,115
-4% -$120K 0.29% 79
2024
Q2 		$2.65M Sell
24,905
-4,797
-16% -$511K 0.32% 74
2024
Q1 		$3.2M Sell
29,702
-730
-2% -$78.8K 0.38% 63
2023
Q4 		$3.3M Sell
30,432
-15,807
-34% -$1.65M 0.43% 59
2023
Q3 		$4.74M Sell
46,239
-1,925
-4% -$203K 0.68% 41
2023
Q2 		$5.14M Sell
48,164
-1,440
-3% -$154K 0.74% 33
2023
Q1 		$5.34M Sell
49,604
-15,584
-24% -$1.67M 0.82% 33
2022
Q4 		$6.88M Sell
65,188
-4,747
-7% -$495K 1.04% 23
2022
Q3 		$7.17M Sell
69,935
-4,349
-6% -$462K 1.2% 21
2022
Q2 		$7.9M Sell
74,284
-3,005
-4% -$321K 1.2% 18
2022
Q1 		$8.47M Buy
77,289
+11,102
+17% +$1.25M 1.04% 22
2021
Q4 		$7.7M Sell
66,187
-14,552
-18% -$1.69M 0.96% 28
2021
Q3 		$9.38M Buy
80,739
+4,259
+6% +$499K 1.28% 19
2021
Q2 		$8.96M Sell
76,480
-3,150
-4% -$368K 1.21% 21
2021
Q1 		$9.24M Sell
79,630
-6,825
-8% -$796K 1.31% 20
2020
Q4 		$10.1M Buy
86,455
+1,950
+2% +$227K 1.53% 15
2020
Q3 		$9.8M Buy
84,505
+11,001
+15% +$1.28M 1.63% 12
2020
Q2 		$8.48M Sell
73,504
-970
-1% -$110K 1.55% 15
2020
Q1 		$8.42M Buy
74,474
+7,661
+11% +$875K 1.94% 12
2019
Q4 		$7.61M Buy
66,813
+3,996
+6% +$455K 1.36% 18
2019
Q3 		$7.17M Buy
62,817
+950
+2% +$108K 1.38% 16
2019
Q2 		$7M Buy
61,867
+1,649
+3% +$185K 1.38% 17
2019
Q1 		$6.7M Sell
60,218
-603
-1% -$66.1K 1.37% 17
2018
Q4 		$6.63M Sell
60,821
-10,430
-15% -$1.12M 1.52% 15
2018
Q3 		$7.69M Buy
71,251
+210
+0.3% +$22.8K 1.46% 18
2018
Q2 		$7.75M Sell
71,041
-4,525
-6% -$491K 1.6% 15
2018
Q1 		$8.23M Buy
75,566
+2,420
+3% +$264K 1.73% 10
2017
Q4 		$8.1M Buy
73,146
+5,950
+9% +$658K 1.69% 12
2017
Q3 		$7.45M Buy
67,196
+5,729
+9% +$636K 1.59% 16
2017
Q2 		$6.77M Sell
61,467
-478
-0.8% -$52.6K 1.5% 19
2017
Q1 		$6.75M Sell
61,945
-25,650
-29% -$2.78M 1.58% 16
2016
Q4 		$9.48M Sell
87,595
-10,905
-11% -$1.19M 2.25% 7
2016
Q3 		$11.1M Buy
98,500
+3,860
+4% +$437K 2.65% 5
2016
Q2 		$10.8M Buy
94,640
+6,383
+7% +$718K 2.52% 5
2016
Q1 		$9.85M Buy
88,257
+7,897
+10% +$879K 2.41% 7
2015
Q4 		$8.9M Buy
80,360
+2,270
+3% +$249K 2.14% 9
2015
Q3 		$8.55M Buy
78,090
+2,375
+3% +$258K 2.11% 9
2015
Q2 		$8.19M Sell
75,715
-4,615
-6% -$503K 1.89% 10
2015
Q1 		$8.88M Buy
80,330
+8,125
+11% +$899K 2.03% 8
2014
Q4 		$7.97M Buy
72,205
+9,785
+16% +$1.08M 1.85% 9
2014
Q3 		$6.85M Buy
62,420
+3,820
+7% +$417K 1.63% 16
2014
Q2 		$6.37M Buy
58,600
+11,946
+26% +$1.29M 1.49% 17
2014
Q1 		$5M Buy
46,654
+14,198
+44% +$1.51M 1.23% 25
2013
Q4 		$3.37M Sell
32,456
-5,676
-15% -$592K 0.83% 44
2013
Q3 		$3.98M Sell
38,132
-7,958
-17% -$822K 0.98% 37
2013
Q2 		$4.84M Buy
+46,090
New +$5.04M 1.01% 35

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

Cypress Capital Group's MUB Position: Q1 2026 in Review

Cypress Capital Group reduced its iShares National Muni Bond ETF (MUB) stake by 18% in Q1 2026, selling an estimated $306K and leaving 12,751 shares worth $1.35M. The position accounts for 0.15% of the portfolio, ranked #107.

Cypress Capital Group first reported a position in MUB in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.1M in Q3 2016. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Cypress Capital Group held 12,751 shares of iShares National Muni Bond ETF worth $1.35M as of Q1 2026.
  • Cypress Capital Group sold 2,849 iShares National Muni Bond ETF shares in Q1 2026, an estimated $306K.
  • iShares National Muni Bond ETF made up 0.15% of Cypress Capital Group's portfolio in Q1 2026, its #107 holding.
  • Cypress Capital Group first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • Cypress Capital Group's iShares National Muni Bond ETF position peaked at $11.1M in Q3 2016.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Cypress Capital Group's 13F filing for Q1 2026, filed 15 May 2026.