Hoge Financial Services’s iShares National Muni Bond ETF MUB Stock Holding History

Hoge Financial Services’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	$2.83M	Buy	26,653 +3,106	+13%	+$334K	1.51%	12
2025 Q4	$2.52M	Buy	23,547 +1,481	+7%	+$159K	1.36%	15
2025 Q3	$2.35M	Sell	22,066 -2,143	-9%	-$224K	1.35%	16
2025 Q2	$2.53M	Sell	24,209 -155	-0.6%	-$16.1K	1.57%	13
2025 Q1	$2.57M	Buy	24,364 +1,100	+5%	+$117K	1.8%	13
2024 Q4	$2.48M	Sell	23,264 -631	-3%	-$67.8K	1.82%	13
2024 Q3	$2.6M	Buy	23,895 +270	+1%	+$29.1K	1.96%	12
2024 Q2	$2.52M	Sell	23,625 -6,045	-20%	-$644K	2.06%	12
2024 Q1	$3.19M	Buy	29,670 +3,241	+12%	+$350K	2.61%	10
2023 Q4	$2.87M	Buy	+26,429	New	+$2.76M	2.87%	8

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

Hoge Financial Services's MUB Position: Q1 2026 in Review

Hoge Financial Services increased its iShares National Muni Bond ETF (MUB) stake by 13% in Q1 2026, buying an estimated $334K and bringing the position to 26,653 shares worth $2.83M. The position accounts for 1.51% of the portfolio, ranked #12.

Hoge Financial Services first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.19M in Q1 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Hoge Financial Services held 26,653 shares of iShares National Muni Bond ETF worth $2.83M as of Q1 2026.
Hoge Financial Services bought 3,106 iShares National Muni Bond ETF shares in Q1 2026, an estimated $334K.
iShares National Muni Bond ETF made up 1.51% of Hoge Financial Services's portfolio in Q1 2026, its #12 holding.
Hoge Financial Services first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Hoge Financial Services's iShares National Muni Bond ETF position peaked at $3.19M in Q1 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.