Hohimer Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Hohimer Wealth Management’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	$1.16M	Buy	10,933 +1,335	+14%	+$144K	0.14%	153
2025 Q4	$1.03M	Sell	9,598 -3,434	-26%	-$368K	0.14%	135
2025 Q3	$1.39M	Sell	13,032 -6,442	-33%	-$674K	0.19%	124
2025 Q2	$2.03M	Sell	19,474 -8,406	-30%	-$874K	0.36%	79
2025 Q1	$2.94M	Sell	27,880 -12,456	-31%	-$1.32M	0.57%	63
2024 Q4	$4.3M	Buy	+40,336	New	+$4.33M	0.81%	35

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

Hohimer Wealth Management's MUB Position: Q1 2026 in Review

Hohimer Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 14% in Q1 2026, buying an estimated $144K and bringing the position to 10,933 shares worth $1.16M. The position accounts for 0.14% of the portfolio, ranked #153.

Hohimer Wealth Management first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.3M in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Hohimer Wealth Management held 10,933 shares of iShares National Muni Bond ETF worth $1.16M as of Q1 2026.
Hohimer Wealth Management bought 1,335 iShares National Muni Bond ETF shares in Q1 2026, an estimated $144K.
iShares National Muni Bond ETF made up 0.14% of Hohimer Wealth Management's portfolio in Q1 2026, its #153 holding.
Hohimer Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Hohimer Wealth Management's iShares National Muni Bond ETF position peaked at $4.3M in Q4 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.