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

Larson 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 		$2.8M Sell
26,391
-7,984
-23% -$858K 0.09% 186
2025
Q4 		$3.68M Buy
34,375
+6,529
+23% +$699K 0.12% 152
2025
Q3 		$2.97M Buy
27,846
+18,131
+187% +$1.9M 0.1% 173
2025
Q2 		$1.02M Buy
9,715
+1,239
+15% +$129K 0.04% 290
2025
Q1 		$894K Buy
8,476
+1,113
+15% +$118K 0.04% 285
2024
Q4 		$785K Sell
7,363
-428
-5% -$46K 0.04% 282
2024
Q3 		$846K Buy
7,791
+5,822
+296% +$627K 0.05% 248
2024
Q2 		$210K Buy
1,969
+1,840
+1,426% +$196K 0.01% 455
2024
Q1 		$13.9K Sell
129
-27
-17% -$2.91K ﹤0.01% 971
2023
Q4 		$16.9K Sell
156
-17
-10% -$1.78K ﹤0.01% 893
2023
Q3 		$17.7K Sell
173
-29
-14% -$3.06K ﹤0.01% 843
2023
Q2 		$21.6K Sell
202
-10
-5% -$1.07K ﹤0.01% 721
2023
Q1 		$22.8K Buy
212
+45
+27% +$4.81K ﹤0.01% 709
2022
Q4 		$17.6K Buy
167
+7
+4% +$730 ﹤0.01% 721
2022
Q3 		$16K Buy
160
+56
+54% +$5.95K ﹤0.01% 679
2022
Q2 		$11K Hold
104
– – ﹤0.01% 698
2022
Q1 		$11K Hold
104
– – ﹤0.01% 637
2021
Q4 		$12K Buy
104
+49
+89% +$5.69K ﹤0.01% 643
2021
Q3 		$6K Hold
55
– – ﹤0.01% 673
2021
Q2 		$6K Hold
55
– – ﹤0.01% 621
2021
Q1 		$6K Hold
55
– – ﹤0.01% 617
2020
Q4 		$6K Hold
55
– – ﹤0.01% 554
2020
Q3 		$6K Buy
55
+46
+511% +$5.34K ﹤0.01% 507
2020
Q2 		$1K Buy
9
+5
+125% +$568 ﹤0.01% 633
2020
Q1 		$0 Hold
4
– – ﹤0.01% 615
2019
Q4 		$1K Buy
+4
New +$456 ﹤0.01% 526
2019
Q3 		– Sell
-1
Closed – – 591
2019
Q2 		$0 Buy
+1
New +$112 ﹤0.01% 540

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

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

Larson Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 23% in Q1 2026, selling an estimated $858K and leaving 26,391 shares worth $2.8M. The position accounts for 0.09% of the portfolio, ranked #186.

Larson Financial Group first reported a position in MUB in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.68M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Larson Financial Group held 26,391 shares of iShares National Muni Bond ETF worth $2.8M as of Q1 2026.
  • Larson Financial Group sold 7,984 iShares National Muni Bond ETF shares in Q1 2026, an estimated $858K.
  • iShares National Muni Bond ETF made up 0.09% of Larson Financial Group's portfolio in Q1 2026, its #186 holding.
  • Larson Financial Group first reported a position in iShares National Muni Bond ETF in Q2 2019 and has held it in 27 quarters since.
  • Larson Financial Group's iShares National Muni Bond ETF position peaked at $3.68M in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.