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

Financial Consulate’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 Q2	$135K	Sell	1,254 -21	-2%	-$2.25K	0.02%	199
2026 Q1	$135K	Buy	1,275 +1,254	+5,971%	+$135K	0.02%	182
2025 Q4	$2.25K	Sell	21 -201	-91%	-$21.5K	﹤0.01%	866
2025 Q3	$23.6K	Buy	+222	New	+$23.2K	﹤0.01%	424
2015 Q4	–	Sell	-3,586	Closed	-$393K	–	70
2015 Q3	$393K	Sell	3,586 -2,382	-40%	-$259K	0.34%	41
2015 Q2	$646K	Sell	5,968 -106	-2%	-$11.6K	0.48%	32
2015 Q1	$672K	Sell	6,074 -779	-11%	-$86.2K	0.57%	29
2014 Q4	$756K	Buy	+6,853	New	+$753K	0.5%	35

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Consulate's MUB Position: Q2 2026 in Review

Financial Consulate reduced its iShares National Muni Bond ETF (MUB) stake by 1.6% in Q2 2026, selling an estimated $2.25K and leaving 1,254 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #199.

Financial Consulate first reported a position in MUB in Q4 2014 and has held it in 8 quarters since. The position peaked at $756K in Q4 2014. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Financial Consulate held 1,254 shares of iShares National Muni Bond ETF worth $135K as of Q2 2026.
Financial Consulate sold 21 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.25K.
iShares National Muni Bond ETF made up 0.02% of Financial Consulate's portfolio in Q2 2026, its #199 holding.
Financial Consulate first reported a position in iShares National Muni Bond ETF in Q4 2014 and has held it in 8 quarters since.
Financial Consulate's iShares National Muni Bond ETF position peaked at $756K in Q4 2014.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.