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IFC & Insurance Marketing’s iShares National Muni Bond ETF MUB Stock Holding History

IFC & Insurance Marketing’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
-185
Closed -$20K – 469
2025
Q4 		$20K Buy
+185
New +$19.8K 0.02% 281

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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IFC & Insurance Marketing's MUB Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 185 shares — an estimated $20K sold.

IFC & Insurance Marketing first reported a position in MUB in Q4 2025 and held it in 1 quarter. The position peaked at $20K in Q4 2025. 1,634 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 185 iShares National Muni Bond ETF shares in Q1 2026, an estimated $20K.
  • IFC & Insurance Marketing first reported a position in iShares National Muni Bond ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares National Muni Bond ETF position peaked at $20K in Q4 2025.
  • 1,634 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.