First Affirmative Financial Network’s iShares National Muni Bond ETF MUB Stock Holding History

First Affirmative Financial Network’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	$531K	Buy	+5,007	New	+$538K	0.21%	116
2025 Q3	$428K	Buy	4,020 +1	+0%	+$105	0.2%	125
2025 Q2	$420K	Sell	4,019 -695	-15%	-$72.3K	0.22%	123
2025 Q1	$497K	Buy	4,714 +321	+7%	+$34.1K	0.3%	93
2024 Q4	$468K	Buy	4,393 +216	+5%	+$23.2K	0.27%	98
2024 Q3	$454K	Sell	4,177 -301	-7%	-$32.4K	0.25%	112
2024 Q2	$477K	Sell	4,478 -1,297	-22%	-$138K	0.33%	84
2024 Q1	$621K	Sell	5,775 -115	-2%	-$12.4K	0.46%	50
2023 Q4	$639K	Buy	5,890 +260	+5%	+$27.2K	0.51%	39
2023 Q3	$577K	Sell	5,630 -156	-3%	-$16.5K	0.56%	36
2023 Q2	$618K	Sell	5,786 -76	-1%	-$8.12K	0.62%	36
2023 Q1	$632K	Sell	5,862 -207	-3%	-$22.1K	0.73%	24
2022 Q4	$640K	Sell	6,069 -407	-6%	-$42.4K	0.78%	20
2022 Q3	$664K	Sell	6,476 -1,519	-19%	-$161K	0.84%	18
2022 Q2	$850K	Sell	7,995 -247	-3%	-$26.4K	0.97%	14
2022 Q1	$904K	Buy	8,242 +109	+1%	+$12.3K	0.87%	20
2021 Q4	$946K	Sell	8,133 -169	-2%	-$19.6K	0.86%	24
2021 Q3	$964K	Buy	+8,302	New	+$973K	0.99%	16

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

First Affirmative Financial Network's MUB Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2026: 5,007 shares worth $531K. The stake represents 0.21% of the portfolio and ranks #116 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in MUB as recently as Q3 2025.

First Affirmative Financial Network first reported a position in MUB in Q3 2021 and has held it in 18 quarters since. The position peaked at $964K in Q3 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

First Affirmative Financial Network held 5,007 shares of iShares National Muni Bond ETF worth $531K as of Q1 2026.
iShares National Muni Bond ETF was a new First Affirmative Financial Network position in Q1 2026.
iShares National Muni Bond ETF made up 0.21% of First Affirmative Financial Network's portfolio in Q1 2026, its #116 holding.
First Affirmative Financial Network first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 18 quarters since.
First Affirmative Financial Network's iShares National Muni Bond ETF position peaked at $964K in Q3 2021.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.