Jim Saulnier & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Jim Saulnier & Associates’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	-5,830	Closed	-$624K	–	143
2025 Q4	$624K	Sell	5,830 -12	-0.2%	-$1.28K	0.32%	68
2025 Q3	$622K	Buy	5,842 +47	+0.8%	+$4.92K	0.35%	67
2025 Q2	$605K	Buy	5,795 +59	+1%	+$6.13K	0.41%	55
2025 Q1	$605K	Sell	5,736 -33	-0.6%	-$3.51K	0.47%	48
2024 Q4	$615K	Buy	5,769 +30	+0.5%	+$3.22K	0.53%	38
2024 Q3	$623K	Buy	+5,739	New	+$618K	0.61%	34

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

Jim Saulnier & Associates's MUB Position: Q1 2026 in Review

Jim Saulnier & Associates sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 5,830 shares — an estimated $624K sold.

Jim Saulnier & Associates first reported a position in MUB in Q3 2024 and held it in 6 quarters. The position peaked at $624K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Jim Saulnier & Associates reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Jim Saulnier & Associates sold 5,830 iShares National Muni Bond ETF shares in Q1 2026, an estimated $624K.
Jim Saulnier & Associates first reported a position in iShares National Muni Bond ETF in Q3 2024 and held it in 6 quarters.
Jim Saulnier & Associates's iShares National Muni Bond ETF position peaked at $624K in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.