Howard Bailey Securities’s iShares National Muni Bond ETF MUB Stock Holding History

Howard Bailey Securities’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	–	Sell	-21,744	Closed	-$2.33M	–	143
2025 Q4	$2.33M	Buy	21,744 +876	+4%	+$93.8K	0.92%	23
2025 Q3	$2.22M	Sell	20,868 -246	-1%	-$25.7K	0.63%	41
2025 Q2	$2.21M	Buy	21,114 +1,533	+8%	+$159K	0.68%	38
2025 Q1	$2.06M	Buy	19,581 +3,323	+20%	+$353K	0.69%	43
2024 Q4	$1.73M	Buy	16,258 +1,153	+8%	+$124K	0.64%	38
2024 Q3	$1.64M	Buy	+15,105	New	+$1.63M	0.62%	41

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Howard Bailey Securities's MUB Position: Q1 2026 in Review

Howard Bailey Securities sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 21,744 shares — an estimated $2.33M sold.

Howard Bailey Securities first reported a position in MUB in Q3 2024 and held it in 6 quarters. The position peaked at $2.33M in Q4 2025. 1,632 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Howard Bailey Securities reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Howard Bailey Securities sold 21,744 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.33M.
Howard Bailey Securities first reported a position in iShares National Muni Bond ETF in Q3 2024 and held it in 6 quarters.
Howard Bailey Securities's iShares National Muni Bond ETF position peaked at $2.33M in Q4 2025.
1,632 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Howard Bailey Securities's 13F filing for Q1 2026, filed 23 Apr 2026.