Equita Financial Network’s iShares National Muni Bond ETF MUB Stock Holding History

Equita Financial Network’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	$1.74M	Buy	16,415 +75	+0.5%	+$8.06K	0.55%	34
2025 Q4	$1.75M	Sell	16,340 -455	-3%	-$48.7K	0.53%	31
2025 Q3	$1.79M	Sell	16,795 -1,218	-7%	-$127K	0.6%	30
2025 Q2	$1.88M	Buy	18,013 +352	+2%	+$36.6K	0.75%	26
2025 Q1	$1.86M	Sell	17,661 -54,087	-75%	-$5.75M	0.65%	32
2024 Q4	$7.64M	Sell	71,748 -727	-1%	-$78.1K	2.76%	11
2024 Q3	$7.87M	Buy	72,475 +1,215	+2%	+$131K	2.88%	11
2024 Q2	$7.59M	Buy	71,260 +179	+0.3%	+$19.1K	3.17%	9
2024 Q1	$7.65M	Buy	71,081 +8,745	+14%	+$944K	3.43%	7
2023 Q4	$6.76M	Buy	62,336 +3,459	+6%	+$361K	3.6%	8
2023 Q3	$6.04M	Buy	+58,877	New	+$6.21M	3.71%	9

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

Equita Financial Network's MUB Position: Q1 2026 in Review

Equita Financial Network increased its iShares National Muni Bond ETF (MUB) stake by 0.46% in Q1 2026, buying an estimated $8.06K and bringing the position to 16,415 shares worth $1.74M. The position accounts for 0.55% of the portfolio, ranked #34.

Equita Financial Network first reported a position in MUB in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.87M in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Equita Financial Network held 16,415 shares of iShares National Muni Bond ETF worth $1.74M as of Q1 2026.
Equita Financial Network bought 75 iShares National Muni Bond ETF shares in Q1 2026, an estimated $8.06K.
iShares National Muni Bond ETF made up 0.55% of Equita Financial Network's portfolio in Q1 2026, its #34 holding.
Equita Financial Network first reported a position in iShares National Muni Bond ETF in Q3 2023 and has held it in 11 quarters since.
Equita Financial Network's iShares National Muni Bond ETF position peaked at $7.87M in Q3 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.