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

Lee Financial’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 		$298K Buy
2,807
+70
+3% +$7.53K 0.04% 127
2025
Q4 		$293K Buy
2,737
+3
+0.1% +$321 0.04% 118
2025
Q3 		$291K Sell
2,734
-2,473
-47% -$259K 0.04% 150
2025
Q2 		$544K Sell
5,207
-525
-9% -$54.6K 0.08% 94
2025
Q1 		$604K Buy
5,732
+148
+3% +$15.7K 0.09% 89
2024
Q4 		$595K Buy
5,584
+294
+6% +$31.6K 0.08% 103
2024
Q3 		$575K Buy
5,290
+90
+2% +$9.7K 0.08% 107
2024
Q2 		$554K Hold
5,200
– – 0.09% 92
2024
Q1 		$560K Buy
5,200
+145
+3% +$15.6K 0.09% 92
2023
Q4 		$548K Buy
5,055
+5,000
+9,091% +$523K 0.1% 89
2023
Q3 		$5.64K Hold
55
– – ﹤0.01% 501
2023
Q2 		$5.87K Hold
55
– – ﹤0.01% 481
2023
Q1 		$5.93K Buy
+55
New +$5.88K ﹤0.01% 499
2022
Q3 		– Sell
-89
Closed -$9K – 942
2022
Q2 		$9K Buy
+89
New +$9.5K ﹤0.01% 468

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

Lee Financial's MUB Position: Q1 2026 in Review

Lee Financial increased its iShares National Muni Bond ETF (MUB) stake by 2.6% in Q1 2026, buying an estimated $7.53K and bringing the position to 2,807 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #127.

Lee Financial first reported a position in MUB in Q2 2022 and has held it in 14 quarters since. The position peaked at $604K in Q1 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Lee Financial held 2,807 shares of iShares National Muni Bond ETF worth $298K as of Q1 2026.
  • Lee Financial bought 70 iShares National Muni Bond ETF shares in Q1 2026, an estimated $7.53K.
  • iShares National Muni Bond ETF made up 0.04% of Lee Financial's portfolio in Q1 2026, its #127 holding.
  • Lee Financial first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • Lee Financial's iShares National Muni Bond ETF position peaked at $604K in Q1 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.