Fedenia Advisers’s iShares National Muni Bond ETF MUB Stock Holding History

Fedenia Advisers’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 Q3	$27.5M	Buy	271,730 +10,918	+4%	+$1.15M	6.46%	3
2026 Q2	$28.1M	Buy	260,812 +19	+0%	+$2.03K	6.66%	3
2026 Q1	$27.7M	Buy	260,793 +179,321	+220%	+$19.3M	20.54%	1
2025 Q4	$8.73M	Buy	81,472 +7,422	+10%	+$795K	3.35%	6
2025 Q3	$7.89M	Buy	74,050 +10,537	+17%	+$1.1M	3.13%	7
2025 Q2	$6.64M	Sell	63,513 -4,952	-7%	-$515K	3.14%	7
2025 Q1	$7.22M	Buy	68,465 +5,081	+8%	+$540K	4.69%	5
2024 Q4	$6.75M	Buy	+63,384	New	+$6.81M	3.96%	3

Other funds holding MUB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fedenia Advisers's MUB Position: Q3 2026 in Review

Fedenia Advisers increased its iShares National Muni Bond ETF (MUB) stake by 4.2% in Q3 2026, buying an estimated $1.15M and bringing the position to 271,730 shares worth $27.5M. The position accounts for 6.46% of the portfolio, ranked #3.

Fedenia Advisers first reported a position in MUB in Q4 2024 and has held it in 8 quarters since. The position peaked at $28.1M in Q2 2026. 1,336 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Fedenia Advisers held 271,730 shares of iShares National Muni Bond ETF worth $27.5M as of Q3 2026.
Fedenia Advisers bought 10,918 iShares National Muni Bond ETF shares in Q3 2026, an estimated $1.15M.
iShares National Muni Bond ETF made up 6.46% of Fedenia Advisers's portfolio in Q3 2026, its #3 holding.
Fedenia Advisers first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 8 quarters since.
Fedenia Advisers's iShares National Muni Bond ETF position peaked at $28.1M in Q2 2026.
1,336 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Fedenia Advisers's 13F filing for Q3 2026, filed 22 Oct 2026.