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

Fiducient 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	$232K	Hold	2,181	–	–	0.03%	127
2025 Q4	$234K	Buy	2,181 +117	+6%	+$12.5K	0.03%	159
2025 Q3	$220K	Buy	+2,064	New	+$216K	0.03%	147
2025 Q1	–	Sell	-4,338	Closed	-$462K	–	164
2024 Q4	$462K	Buy	4,338 +40	+0.9%	+$4.3K	0.06%	98
2024 Q3	$467K	Buy	+4,298	New	+$463K	0.05%	87
2023 Q4	–	Sell	-7,526	Closed	-$772K	–	119
2023 Q3	$772K	Sell	7,526 -69	-0.9%	-$7.28K	0.04%	59
2023 Q2	$811K	Buy	7,595 +58	+0.8%	+$6.2K	0.25%	29
2023 Q1	$812K	Buy	+7,537	New	+$805K	0.26%	27
2019 Q1	–	Sell	-4,897	Closed	-$534K	–	23
2018 Q4	$534K	Buy	+4,897	New	+$527K	0.31%	16

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

Fiducient Advisors's MUB Position: Q1 2026 in Review

Fiducient Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 2,181 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #127.

Fiducient Advisors first reported a position in MUB in Q4 2018 and has held it in 9 quarters since. The position peaked at $812K in Q1 2023. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Fiducient Advisors held 2,181 shares of iShares National Muni Bond ETF worth $232K as of Q1 2026.
Fiducient Advisors left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.03% of Fiducient Advisors's portfolio in Q1 2026, its #127 holding.
Fiducient Advisors first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 9 quarters since.
Fiducient Advisors's iShares National Muni Bond ETF position peaked at $812K in Q1 2023.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.