First Citizens Financial Corp’s iShares National Muni Bond ETF MUB Stock Holding History

First Citizens Financial Corp’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 Q2	$351K	Buy	3,264 +830	+34%	+$88.8K	0.15%	107
2026 Q1	$258K	Buy	2,434 +558	+30%	+$60K	0.12%	120
2025 Q4	$201K	Sell	1,876 -13	-0.7%	-$1.39K	0.1%	125
2025 Q3	$201K	Buy	+1,889	New	+$198K	0.1%	134
2024 Q4	–	Sell	-3,987	Closed	-$433K	–	125
2024 Q3	$433K	Hold	3,987	–	–	0.23%	78
2024 Q2	$425K	Hold	3,987	–	–	0.25%	74
2024 Q1	$429K	Buy	3,987 +494	+14%	+$53.3K	0.25%	74
2023 Q4	$379K	Sell	3,493 -294	-8%	-$30.7K	0.24%	74
2023 Q3	$388K	Buy	3,787 +1,074	+40%	+$113K	0.27%	72
2023 Q2	$290K	Buy	+2,713	New	+$290K	0.2%	88
2022 Q1	–	Sell	-1,872	Closed	-$218K	–	105
2021 Q4	$218K	Hold	1,872	–	–	0.16%	102
2021 Q3	$217K	Buy	1,872 +61	+3%	+$7.15K	0.17%	97
2021 Q2	$212K	Hold	1,811	–	–	0.16%	111
2021 Q1	$210K	Sell	1,811 -854	-32%	-$99.6K	0.17%	103
2020 Q4	$312K	Buy	+2,665	New	+$310K	0.27%	72

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

First Citizens Financial Corp's MUB Position: Q2 2026 in Review

First Citizens Financial Corp increased its iShares National Muni Bond ETF (MUB) stake by 34% in Q2 2026, buying an estimated $88.8K and bringing the position to 3,264 shares worth $351K. The position accounts for 0.15% of the portfolio, ranked #107.

First Citizens Financial Corp first reported a position in MUB in Q4 2020 and has held it in 15 quarters since. The position peaked at $433K in Q3 2024. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

First Citizens Financial Corp held 3,264 shares of iShares National Muni Bond ETF worth $351K as of Q2 2026.
First Citizens Financial Corp bought 830 iShares National Muni Bond ETF shares in Q2 2026, an estimated $88.8K.
iShares National Muni Bond ETF made up 0.15% of First Citizens Financial Corp's portfolio in Q2 2026, its #107 holding.
First Citizens Financial Corp first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 15 quarters since.
First Citizens Financial Corp's iShares National Muni Bond ETF position peaked at $433K in Q3 2024.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.