Jaffetilchin Investment Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Jaffetilchin Investment Partners’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	$233K	Buy	+2,193	New	+$236K	0.01%	416
2022 Q3	–	Sell	-2,156	Closed	-$229K	–	335
2022 Q2	$229K	Buy	2,156 +4	+0.2%	+$427	0.03%	282
2022 Q1	$227K	Sell	2,152 -876	-29%	-$98.9K	0.03%	292
2021 Q4	$352K	Buy	3,028 +418	+16%	+$48.5K	0.03%	257
2021 Q3	$303K	Sell	2,610 -52,322	-95%	-$6.13M	0.03%	273
2021 Q2	$6.44M	Buy	54,932 +21,881	+66%	+$2.56M	0.44%	41
2021 Q1	$3.84M	Sell	33,051 -19,283	-37%	-$2.25M	0.45%	46
2020 Q4	$6.13M	Sell	52,334 -1,097	-2%	-$127K	0.87%	23
2020 Q3	$6.19M	Buy	53,431 +18,266	+52%	+$2.12M	1.14%	20
2020 Q2	$4.06M	Buy	+35,165	New	+$3.99M	0.89%	22
2019 Q1	–	Sell	-8,174	Closed	-$891K	–	306
2018 Q4	$891K	Buy	+8,174	New	+$880K	0.22%	63

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

Jaffetilchin Investment Partners's MUB Position: Q1 2026 in Review

Jaffetilchin Investment Partners opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2026: 2,193 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #416 among its holdings. This is a return to the name: Jaffetilchin Investment Partners previously reported a position in MUB as recently as Q2 2022.

Jaffetilchin Investment Partners first reported a position in MUB in Q4 2018 and has held it in 11 quarters since. The position peaked at $6.44M in Q2 2021. 1,630 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Jaffetilchin Investment Partners held 2,193 shares of iShares National Muni Bond ETF worth $233K as of Q1 2026.
iShares National Muni Bond ETF was a new Jaffetilchin Investment Partners position in Q1 2026.
iShares National Muni Bond ETF made up 0.01% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #416 holding.
Jaffetilchin Investment Partners first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 11 quarters since.
Jaffetilchin Investment Partners's iShares National Muni Bond ETF position peaked at $6.44M in Q2 2021.
1,630 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.