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

Erickson Financial 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 		$459K Sell
4,322
-46
-1% -$4.95K 0.29% 18
2025
Q4 		$468K Buy
4,368
+1,110
+34% +$119K 0.29% 18
2025
Q3 		$347K Hold
3,258
– – 0.22% 21
2025
Q2 		$340K Buy
3,258
+574
+21% +$59.7K 0.23% 20
2025
Q1 		$283K Hold
2,684
– – 0.21% 21
2024
Q4 		$286K Sell
2,684
-958
-26% -$103K 0.2% 21
2024
Q3 		$396K Sell
3,642
-212
-6% -$22.8K 0.28% 19
2024
Q2 		$411K Sell
3,854
-209
-5% -$22.3K 0.31% 18
2024
Q1 		$437K Sell
4,063
-399
-9% -$43.1K 0.34% 18
2023
Q4 		$484K Sell
4,462
-24
-0.5% -$2.51K 0.4% 15
2023
Q3 		$460K Sell
4,486
-27
-0.6% -$2.85K 0.43% 16
2023
Q2 		$482K Sell
4,513
-230
-5% -$24.6K 0.44% 16
2023
Q1 		$511K Sell
4,743
-670
-12% -$71.6K 0.51% 16
2022
Q4 		$571K Sell
5,413
-2,751
-34% -$287K 0.62% 16
2022
Q3 		$837K Sell
8,164
-219
-3% -$23.3K 0.93% 17
2022
Q2 		$892K Buy
8,383
+1,320
+19% +$141K 0.96% 16
2022
Q1 		$774K Sell
7,063
-1,065
-13% -$120K 0.7% 16
2021
Q4 		$945K Buy
+8,128
New +$944K 0.81% 16

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

Erickson Financial Group's MUB Position: Q1 2026 in Review

Erickson Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 1.1% in Q1 2026, selling an estimated $4.95K and leaving 4,322 shares worth $459K. The position accounts for 0.29% of the portfolio, ranked #18.

Erickson Financial Group first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $945K in Q4 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Erickson Financial Group held 4,322 shares of iShares National Muni Bond ETF worth $459K as of Q1 2026.
  • Erickson Financial Group sold 46 iShares National Muni Bond ETF shares in Q1 2026, an estimated $4.95K.
  • iShares National Muni Bond ETF made up 0.29% of Erickson Financial Group's portfolio in Q1 2026, its #18 holding.
  • Erickson Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Erickson Financial Group's iShares National Muni Bond ETF position peaked at $945K in Q4 2021.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Erickson Financial Group's 13F filing for Q1 2026, filed 8 Apr 2026.