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

Hurlow Wealth Management Group’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	$1.25M	Hold	11,778	–	–	0.3%	35
2025 Q4	$1.26M	Sell	11,778 -10	-0.1%	-$1.07K	0.31%	35
2025 Q3	$1.26M	Hold	11,788	–	–	0.33%	36
2025 Q2	$1.23M	Hold	11,788	–	–	0.35%	36
2025 Q1	$1.24M	Sell	11,788 -287	-2%	-$30.5K	0.39%	37
2024 Q4	$1.29M	Sell	12,075 -245	-2%	-$26.3K	0.4%	37
2024 Q3	$1.34M	Buy	12,320 +95	+0.8%	+$10.2K	0.42%	36
2024 Q2	$1.3M	Buy	12,225 +18	+0.1%	+$1.92K	0.45%	34
2024 Q1	$1.31M	Buy	12,207 +108	+0.9%	+$11.7K	0.46%	33
2023 Q4	$1.31M	Buy	12,099 +3,141	+35%	+$328K	0.5%	32
2023 Q3	$919K	Buy	8,958 +284	+3%	+$30K	0.4%	35
2023 Q2	$926K	Buy	8,674 +225	+3%	+$24K	0.4%	35
2023 Q1	$910K	Buy	8,449 +8	+0.1%	+$855	0.42%	35
2022 Q4	$891K	Buy	8,441 +1,333	+19%	+$139K	0.46%	36
2022 Q3	$729K	Buy	+7,108	New	+$756K	0.43%	37

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

Hurlow Wealth Management Group's MUB Position: Q1 2026 in Review

Hurlow Wealth Management Group held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 11,778 shares worth $1.25M. The position accounts for 0.3% of the portfolio, ranked #35.

Hurlow Wealth Management Group first reported a position in MUB in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Hurlow Wealth Management Group held 11,778 shares of iShares National Muni Bond ETF worth $1.25M as of Q1 2026.
Hurlow Wealth Management Group left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.3% of Hurlow Wealth Management Group's portfolio in Q1 2026, its #35 holding.
Hurlow Wealth Management Group first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 15 quarters since.
Hurlow Wealth Management Group's iShares National Muni Bond ETF position peaked at $1.34M in Q3 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2026, filed 22 Apr 2026.