DHJJ Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

DHJJ Financial Advisors’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	$2.55K	Buy	24 +18	+300%	+$1.94K	﹤0.01%	726
2025 Q4	$643	Buy	6 +4	+200%	+$428	﹤0.01%	828
2025 Q3	$213	Hold	2	–	–	﹤0.01%	912
2025 Q2	$209	Hold	2	–	–	﹤0.01%	890
2025 Q1	$211	Hold	2	–	–	﹤0.01%	843
2024 Q4	$214	Hold	2	–	–	﹤0.01%	811
2024 Q3	$218	Hold	2	–	–	﹤0.01%	795
2024 Q2	$214	Hold	2	–	–	﹤0.01%	742
2024 Q1	$216	Hold	2	–	–	﹤0.01%	730
2023 Q4	$217	Hold	2	–	–	﹤0.01%	714
2023 Q3	$206	Buy	+2	New	+$211	﹤0.01%	712

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

DHJJ Financial Advisors's MUB Position: Q1 2026 in Review

DHJJ Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 300% in Q1 2026, buying an estimated $1.94K and bringing the position to 24 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

DHJJ Financial Advisors first reported a position in MUB in Q3 2023 and has held it in 11 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

DHJJ Financial Advisors held 24 shares of iShares National Muni Bond ETF worth $2.55K as of Q1 2026.
DHJJ Financial Advisors bought 18 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.94K.
iShares National Muni Bond ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #726 holding.
DHJJ Financial Advisors first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 11 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.