Gould Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Gould Capital’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	$114K	Buy	1,073 +356	+50%	+$38.3K	0.07%	64
2025 Q4	$76.8K	Buy	717 +40	+6%	+$4.28K	0.05%	72
2025 Q3	$72.1K	Hold	677	–	–	0.04%	73
2025 Q2	$70.7K	Hold	677	–	–	0.05%	73
2025 Q1	$71.4K	Buy	677 +70	+12%	+$7.44K	0.05%	69
2024 Q4	$64.7K	Hold	607	–	–	0.05%	74
2024 Q3	$65.9K	Hold	607	–	–	0.04%	75
2024 Q2	$64.7K	Buy	607 +28	+5%	+$2.98K	0.05%	74
2024 Q1	$62.3K	Buy	579 +111	+24%	+$12K	0.04%	76
2023 Q4	$50.7K	Buy	468 +24	+5%	+$2.51K	0.04%	85
2023 Q3	$45.3K	Hold	444	–	–	0.04%	80
2023 Q2	$47.4K	Hold	444	–	–	0.04%	82
2023 Q1	$47.8K	Buy	444 +33	+8%	+$3.53K	0.04%	81
2022 Q4	$43.4K	Buy	411 +4	+1%	+$417	0.03%	81
2022 Q3	$42K	Hold	407	–	–	0.04%	78
2022 Q2	$43K	Hold	407	–	–	0.03%	79
2022 Q1	$45K	Buy	407 +36	+10%	+$4.06K	0.03%	83
2021 Q4	$43K	Buy	+371	New	+$43.1K	0.03%	92

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

Gould Capital's MUB Position: Q1 2026 in Review

Gould Capital increased its iShares National Muni Bond ETF (MUB) stake by 50% in Q1 2026, buying an estimated $38.3K and bringing the position to 1,073 shares worth $114K. The position accounts for 0.07% of the portfolio, ranked #64.

Gould Capital first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Gould Capital held 1,073 shares of iShares National Muni Bond ETF worth $114K as of Q1 2026.
Gould Capital bought 356 iShares National Muni Bond ETF shares in Q1 2026, an estimated $38.3K.
iShares National Muni Bond ETF made up 0.07% of Gould Capital's portfolio in Q1 2026, its #64 holding.
Gould Capital first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Gould Capital's 13F filing for Q1 2026, filed 18 May 2026.