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

Financial Freedom LLC’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	$20.4K	Sell	192 -1,770	-90%	-$190K	0.01%	232
2025 Q4	$210K	Buy	1,962 +3	+0.2%	+$321	0.1%	103
2025 Q3	$209K	Sell	1,959 -2,969	-60%	-$311K	0.1%	102
2025 Q2	$515K	Sell	4,928 -965	-16%	-$100K	0.28%	61
2025 Q1	$621K	Sell	5,893 -2,639	-31%	-$281K	0.36%	51
2024 Q4	$909K	Sell	8,532 -174	-2%	-$18.7K	0.48%	39
2024 Q3	$946K	Sell	8,706 -64	-0.7%	-$6.9K	0.5%	39
2024 Q2	$934K	Buy	8,770 +10	+0.1%	+$1.06K	0.53%	39
2024 Q1	$943K	Buy	8,760 +7	+0.1%	+$755	0.56%	36
2023 Q4	$949K	Buy	8,753 +14	+0.2%	+$1.46K	0.6%	39
2023 Q3	$896K	Sell	8,739 -507	-5%	-$53.5K	0.64%	32
2023 Q2	$987K	Buy	9,246 +9	+0.1%	+$962	0.69%	29
2023 Q1	$995K	Buy	9,237 +4,747	+106%	+$507K	0.72%	28
2022 Q4	$474K	Buy	+4,490	New	+$468K	0.32%	48

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 Freedom LLC's MUB Position: Q1 2026 in Review

Financial Freedom LLC reduced its iShares National Muni Bond ETF (MUB) stake by 90% in Q1 2026, selling an estimated $190K and leaving 192 shares worth $20.4K. The position accounts for 0.01% of the portfolio, ranked #232.

Financial Freedom LLC first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $995K in Q1 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Financial Freedom LLC held 192 shares of iShares National Muni Bond ETF worth $20.4K as of Q1 2026.
Financial Freedom LLC sold 1,770 iShares National Muni Bond ETF shares in Q1 2026, an estimated $190K.
iShares National Muni Bond ETF made up 0.01% of Financial Freedom LLC's portfolio in Q1 2026, its #232 holding.
Financial Freedom LLC first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's iShares National Muni Bond ETF position peaked at $995K in Q1 2023.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.