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

JDM Financial 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 		$37.8K Hold
356
– – 0.01% 115
2025
Q4 		$38.1K Buy
+356
New +$38.1K 0.01% 112

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

JDM Financial Group's MUB Position: Q1 2026 in Review

JDM Financial Group held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 356 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #115.

JDM Financial Group first reported a position in MUB in Q4 2025 and has held it in 2 quarters since. The position peaked at $38.1K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • JDM Financial Group held 356 shares of iShares National Muni Bond ETF worth $37.8K as of Q1 2026.
  • JDM Financial Group left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up 0.01% of JDM Financial Group's portfolio in Q1 2026, its #115 holding.
  • JDM Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • JDM Financial Group's iShares National Muni Bond ETF position peaked at $38.1K in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.