Ken Fisher’s iShares National Muni Bond ETF MUB Stock Holding History

Ken Fisher’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	$1.23B	Buy	11,596,161 +882,344	+8%	+$94.9M	0.42%	66
2025 Q4	$1.15B	Buy	10,713,817 +988,044	+10%	+$106M	0.39%	71
2025 Q3	$1.04B	Buy	9,725,773 +810,838	+9%	+$84.9M	0.37%	75
2025 Q2	$931M	Buy	8,914,935 +2,679,139	+43%	+$279M	0.37%	78
2025 Q1	$658M	Buy	6,235,796 +490,142	+9%	+$52.1M	0.28%	90
2024 Q4	$612M	Buy	5,745,654 +470,739	+9%	+$50.6M	0.24%	86
2024 Q3	$573M	Buy	5,274,915 +542,698	+11%	+$58.5M	0.23%	90
2024 Q2	$504M	Buy	4,732,217 +348,335	+8%	+$37.1M	0.22%	94
2024 Q1	$472M	Buy	4,383,882 +337,353	+8%	+$36.4M	0.22%	97
2023 Q4	$439M	Buy	4,046,529 +173,611	+4%	+$18.1M	0.23%	98
2023 Q3	$397M	Buy	3,872,918 +253,120	+7%	+$26.7M	0.23%	107
2023 Q2	$386M	Buy	3,619,798 +242,512	+7%	+$25.9M	0.21%	118
2023 Q1	$364M	Buy	3,377,286 +159,542	+5%	+$17M	0.22%	117
2022 Q4	$340M	Buy	3,217,744 +1,235,805	+62%	+$129M	0.23%	103
2022 Q3	$203M	Sell	1,981,939 -3,251,370	-62%	-$346M	0.15%	125
2022 Q2	$557M	Buy	5,233,309 +108,543	+2%	+$11.6M	0.39%	72
2022 Q1	$562M	Buy	5,124,766 +308,911	+6%	+$34.9M	0.33%	76
2021 Q4	$560M	Buy	4,815,855 +362,696	+8%	+$42.1M	0.31%	77
2021 Q3	$517M	Buy	4,453,159 +396,014	+10%	+$46.4M	0.32%	75
2021 Q2	$475M	Buy	4,057,145 +384,026	+10%	+$44.9M	0.3%	82
2021 Q1	$426M	Buy	3,673,119 +352,355	+11%	+$41.1M	0.3%	82
2020 Q4	$389M	Buy	3,320,764 +289,959	+10%	+$33.7M	0.29%	81
2020 Q3	$351M	Buy	3,030,805 +235,558	+8%	+$27.4M	0.31%	75
2020 Q2	$323M	Buy	2,795,247 +243,903	+10%	+$27.7M	0.31%	74
2020 Q1	$288M	Buy	2,551,344 +170,940	+7%	+$19.5M	0.36%	59
2019 Q4	$271M	Buy	2,380,404 +176,993	+8%	+$20.2M	0.27%	83
2019 Q3	$251M	Buy	2,203,411 +198,328	+10%	+$22.6M	0.28%	83
2019 Q2	$227M	Buy	2,005,083 +265,132	+15%	+$29.7M	0.25%	85
2019 Q1	$193M	Buy	1,739,951 +234,452	+16%	+$25.7M	0.23%	91
2018 Q4	$164M	Buy	1,505,499 +181,233	+14%	+$19.5M	0.22%	91
2018 Q3	$143M	Buy	1,324,266 +123,126	+10%	+$13.4M	0.17%	104
2018 Q2	$131M	Buy	1,201,140 +195,462	+19%	+$21.2M	0.17%	107
2018 Q1	$110M	Buy	1,005,678 +210,692	+27%	+$23M	0.15%	116
2017 Q4	$88M	Buy	794,986 +140,447	+21%	+$15.5M	0.12%	141
2017 Q3	$72.6M	Buy	654,539 +109,596	+20%	+$12.2M	0.1%	155
2017 Q2	$60M	Buy	544,943 +137,664	+34%	+$15.1M	0.09%	169
2017 Q1	$44.4M	Buy	407,279 +120,494	+42%	+$13.1M	0.07%	188
2016 Q4	$31M	Buy	286,785 +104,186	+57%	+$11.4M	0.05%	215
2016 Q3	$20.6M	Buy	182,599 +114,996	+170%	+$13M	0.04%	247
2016 Q2	$7.69M	Buy	67,603 +52,254	+340%	+$5.88M	0.01%	311
2016 Q1	$1.72M	Sell	15,349 -2,625	-15%	-$292K	﹤0.01%	475
2015 Q4	$1.99M	Buy	17,974 +7,829	+77%	+$859K	﹤0.01%	465
2015 Q3	$1.11M	Buy	+10,145	New	+$1.1M	﹤0.01%	485
2015 Q1	–	Sell	-2,393	Closed	-$264K	–	589
2014 Q4	$264K	Buy	+2,393	New	+$263K	﹤0.01%	513

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ken Fisher's MUB Position: Q1 2026 in Review

Ken Fisher increased its iShares National Muni Bond ETF (MUB) stake by 8.2% in Q1 2026, buying an estimated $94.9M and bringing the position to 11,596,161 shares worth $1.23B. The position accounts for 0.42% of the portfolio, ranked #66.

Ken Fisher first reported a position in MUB in Q4 2014 and has held it in 44 quarters since. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Ken Fisher held 11,596,161 shares of iShares National Muni Bond ETF worth $1.23B as of Q1 2026.
Ken Fisher bought 882,344 iShares National Muni Bond ETF shares in Q1 2026, an estimated $94.9M.
iShares National Muni Bond ETF made up 0.42% of Ken Fisher's portfolio in Q1 2026, its #66 holding.
Ken Fisher first reported a position in iShares National Muni Bond ETF in Q4 2014 and has held it in 44 quarters since.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.