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

Florida Financial 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	$439K	Buy	4,131 +345	+9%	+$37.1K	0.1%	182
2025 Q4	$406K	Buy	3,786 +131	+4%	+$14K	0.11%	169
2025 Q3	$389K	Sell	3,655 -2,963	-45%	-$310K	0.12%	169
2025 Q2	$691K	Buy	6,618 +1,853	+39%	+$193K	0.23%	103
2025 Q1	$502K	Buy	4,765 +17	+0.4%	+$1.81K	0.2%	108
2024 Q4	$506K	Buy	4,748 +31	+0.7%	+$3.33K	0.23%	91
2024 Q3	$512K	Buy	4,717 +2,031	+76%	+$219K	0.26%	74
2024 Q2	$286K	Buy	2,686 +361	+16%	+$38.4K	0.17%	102
2024 Q1	$250K	Buy	2,325 +271	+13%	+$29.2K	0.18%	99
2023 Q4	$223K	Buy	+2,054	New	+$215K	0.21%	98

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

Florida Financial Advisors's MUB Position: Q1 2026 in Review

Florida Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 9.1% in Q1 2026, buying an estimated $37.1K and bringing the position to 4,131 shares worth $439K. The position accounts for 0.1% of the portfolio, ranked #182.

Florida Financial Advisors first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $691K in Q2 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Florida Financial Advisors held 4,131 shares of iShares National Muni Bond ETF worth $439K as of Q1 2026.
Florida Financial Advisors bought 345 iShares National Muni Bond ETF shares in Q1 2026, an estimated $37.1K.
iShares National Muni Bond ETF made up 0.1% of Florida Financial Advisors's portfolio in Q1 2026, its #182 holding.
Florida Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's iShares National Muni Bond ETF position peaked at $691K in Q2 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.