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 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 $1.37T 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

Financial Consulate's MUB Position: Q1 2026 in Review

Financial Consulate increased its iShares National Muni Bond ETF (MUB) stake by 5,971% in Q1 2026, buying an estimated $135K and bringing the position to 1,275 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #182.

Financial Consulate first reported a position in MUB in Q4 2014 and has held it in 7 quarters since. The position peaked at $756K in Q4 2014. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Financial Consulate held 1,275 shares of iShares National Muni Bond ETF worth $135K as of Q1 2026.
Financial Consulate bought 1,254 iShares National Muni Bond ETF shares in Q1 2026, an estimated $135K.
iShares National Muni Bond ETF made up 0.02% of Financial Consulate's portfolio in Q1 2026, its #182 holding.
Financial Consulate first reported a position in iShares National Muni Bond ETF in Q4 2014 and has held it in 7 quarters since.
Financial Consulate's iShares National Muni Bond ETF position peaked at $756K in Q4 2014.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.