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

Financial Sense 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	$577K	Sell	5,439 -1,385	-20%	-$149K	0.12%	101
2025 Q4	$731K	Buy	6,824 +97	+1%	+$10.4K	0.13%	89
2025 Q3	$716K	Sell	6,727 -19	-0.3%	-$1.99K	0.12%	100
2025 Q2	$705K	Sell	6,746 -205	-3%	-$21.3K	0.17%	83
2025 Q1	$733K	Sell	6,951 -207	-3%	-$22K	0.21%	70
2024 Q4	$763K	Buy	7,158 +118	+2%	+$12.7K	0.25%	60
2024 Q3	$765K	Buy	7,040 +352	+5%	+$37.9K	0.21%	70
2024 Q2	$713K	Buy	6,688 +80	+1%	+$8.52K	0.22%	74
2024 Q1	$711K	Buy	6,608 +275	+4%	+$29.7K	0.23%	76
2023 Q4	$687K	Buy	+6,333	New	+$662K	0.25%	77

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 Sense Advisors's MUB Position: Q1 2026 in Review

Financial Sense Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 20% in Q1 2026, selling an estimated $149K and leaving 5,439 shares worth $577K. The position accounts for 0.12% of the portfolio, ranked #101.

Financial Sense Advisors first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $765K in Q3 2024. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Financial Sense Advisors held 5,439 shares of iShares National Muni Bond ETF worth $577K as of Q1 2026.
Financial Sense Advisors sold 1,385 iShares National Muni Bond ETF shares in Q1 2026, an estimated $149K.
iShares National Muni Bond ETF made up 0.12% of Financial Sense Advisors's portfolio in Q1 2026, its #101 holding.
Financial Sense Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Financial Sense Advisors's iShares National Muni Bond ETF position peaked at $765K in Q3 2024.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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