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

Integrity Financial’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 		$105K Hold
985
– – 0.05% 186
2025
Q4 		$106K Buy
985
+569
+137% +$60.9K 0.05% 168
2025
Q3 		$44.3K Buy
416
+58
+16% +$6.07K 0.02% 205
2025
Q2 		$37.4K Hold
358
– – 0.02% 206
2025
Q1 		$37.7K Buy
358
+128
+56% +$13.6K 0.02% 186
2024
Q4 		$24.5K Buy
+230
New +$24.7K 0.01% 193
2023
Q3 		– Sell
-2
Closed -$213 – 229
2023
Q2 		$213 Hold
2
– – ﹤0.01% 207
2023
Q1 		$215 Buy
+2
New +$214 ﹤0.01% 211
2022
Q3 		– Sell
-42
Closed -$4K – 217
2022
Q2 		$4K Hold
42
– – ﹤0.01% 183
2022
Q1 		$5K Hold
42
– – ﹤0.01% 184
2021
Q4 		$5K Buy
+42
New +$4.88K ﹤0.01% 185

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Integrity Financial's MUB Position: Q1 2026 in Review

Integrity Financial held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 985 shares worth $105K. The position accounts for 0.05% of the portfolio, ranked #186.

Integrity Financial first reported a position in MUB in Q4 2021 and has held it in 11 quarters since. The position peaked at $106K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Integrity Financial held 985 shares of iShares National Muni Bond ETF worth $105K as of Q1 2026.
  • Integrity Financial left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up 0.05% of Integrity Financial's portfolio in Q1 2026, its #186 holding.
  • Integrity Financial first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 11 quarters since.
  • Integrity Financial's iShares National Muni Bond ETF position peaked at $106K in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.