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

Financial Engines 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	$61.5M	Sell	579,572 -20,096	-3%	-$2.16M	0.12%	50
2025 Q4	$64.2M	Buy	599,668 +6,061	+1%	+$649K	0.12%	50
2025 Q3	$63.2M	Buy	593,607 +13,644	+2%	+$1.43M	0.12%	49
2025 Q2	$60.6M	Buy	579,963 +5,557	+1%	+$578K	0.12%	49
2025 Q1	$60.6M	Sell	574,406 -8,421	-1%	-$896K	0.13%	48
2024 Q4	$62.1M	Buy	582,827 +7,582	+1%	+$815K	0.13%	47
2024 Q3	$62.5M	Buy	575,245 +16,932	+3%	+$1.82M	0.13%	47
2024 Q2	$59.5M	Buy	558,313 +15,638	+3%	+$1.67M	0.13%	47
2024 Q1	$58.4M	Buy	542,675 +39,846	+8%	+$4.3M	0.13%	47
2023 Q4	$54.5M	Buy	502,829 +27,218	+6%	+$2.84M	0.13%	46
2023 Q3	$48.8M	Sell	475,611 -976	-0.2%	-$103K	0.13%	46
2023 Q2	$50.9M	Buy	476,587 +35,184	+8%	+$3.76M	0.13%	47
2023 Q1	$47.6M	Sell	441,403 -11,496	-3%	-$1.23M	0.13%	47
2022 Q4	$47.8M	Buy	452,899 +77,226	+21%	+$8.05M	0.14%	55
2022 Q3	$38.5M	Sell	375,673 -223,594	-37%	-$23.8M	0.13%	52
2022 Q2	$63.7M	Sell	599,267 -1,140,194	-66%	-$122M	0.19%	45
2022 Q1	$191M	Sell	1,739,461 -8,781	-0.5%	-$991K	0.51%	32
2021 Q4	$203M	Buy	1,748,242 +125,312	+8%	+$14.6M	0.54%	32
2021 Q3	$189M	Sell	1,622,930 -110,048	-6%	-$12.9M	0.56%	32
2021 Q2	$203M	Sell	1,732,978 -247,576	-13%	-$28.9M	0.59%	32
2021 Q1	$230M	Buy	1,980,554 +182,592	+10%	+$21.3M	0.72%	30
2020 Q4	$211M	Buy	1,797,962 +83,680	+5%	+$9.72M	0.72%	30
2020 Q3	$199M	Buy	1,714,282 +71,278	+4%	+$8.28M	0.79%	29
2020 Q2	$190M	Buy	1,643,004 +1,162,323	+242%	+$132M	0.83%	24
2020 Q1	$54.3M	Buy	480,681 +15,320	+3%	+$1.75M	0.29%	38
2019 Q4	$53M	Buy	465,361 +46,534	+11%	+$5.3M	0.26%	32
2019 Q3	$47.8M	Buy	418,827 +338,777	+423%	+$38.6M	0.26%	34
2019 Q2	$9.05M	Buy	80,050 +12,023	+18%	+$1.35M	0.05%	42
2019 Q1	$7.56M	Buy	68,027 +36,673	+117%	+$4.02M	0.04%	43
2018 Q4	$3.42M	Buy	+31,354	New	+$3.37M	0.02%	54

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 Engines Advisors's MUB Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 3.4% in Q1 2026, selling an estimated $2.16M and leaving 579,572 shares worth $61.5M. The position accounts for 0.12% of the portfolio, ranked #50.

Financial Engines Advisors first reported a position in MUB in Q4 2018 and has held it in 30 quarters since. The position peaked at $230M in Q1 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Financial Engines Advisors held 579,572 shares of iShares National Muni Bond ETF worth $61.5M as of Q1 2026.
Financial Engines Advisors sold 20,096 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.16M.
iShares National Muni Bond ETF made up 0.12% of Financial Engines Advisors's portfolio in Q1 2026, its #50 holding.
Financial Engines Advisors first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 30 quarters since.
Financial Engines Advisors's iShares National Muni Bond ETF position peaked at $230M in Q1 2021.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.