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Little House Capital’s iShares National Muni Bond ETF MUB Stock Holding History

Little House Capital’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 		$801K Buy
7,550
+2,159
+40% +$232K 0.21% 93
2025
Q4 		$577K Sell
5,391
-402
-7% -$43K 0.14% 97
2025
Q3 		$617K Buy
5,793
+229
+4% +$24K 0.14% 105
2025
Q2 		$581K Buy
5,564
+117
+2% +$12.2K 0.15% 102
2025
Q1 		$574K Buy
5,447
+1,919
+54% +$204K 0.16% 108
2024
Q4 		$376K Sell
3,528
-260
-7% -$27.9K 0.11% 100
2024
Q3 		$411K Buy
3,788
+149
+4% +$16.1K 0.12% 100
2024
Q2 		$388K Buy
3,639
+101
+3% +$10.8K 0.12% 103
2024
Q1 		$381K Sell
3,538
-381
-10% -$41.1K 0.13% 111
2023
Q4 		$425K Sell
3,919
-29
-0.7% -$3.03K 0.15% 96
2023
Q3 		$405K Sell
3,948
-4,623
-54% -$488K 0.17% 95
2023
Q2 		$915K Buy
8,571
+366
+4% +$39.1K 0.39% 74
2023
Q1 		$884K Buy
8,205
+2,854
+53% +$305K 0.42% 69
2022
Q4 		$565K Buy
5,351
+500
+10% +$52.1K 0.28% 79
2022
Q3 		$498K Buy
4,851
+342
+8% +$36.4K 0.27% 84
2022
Q2 		$480K Sell
4,509
-553
-11% -$59K 0.26% 85
2022
Q1 		$555K Buy
+5,062
New +$571K 0.28% 97
2021
Q1 		– Sell
-1,804
Closed -$211K – 134
2020
Q4 		$211K Buy
+1,804
New +$210K 0.16% 106
2020
Q1 		– Sell
-2,035
Closed -$231K – 99
2019
Q4 		$231K Buy
2,035
+114
+6% +$13K 0.2% 90
2019
Q3 		$219K Hold
1,921
– – 0.17% 98
2019
Q2 		$218 Hold
1,921
– – 0.15% 97
2019
Q1 		$213K Hold
1,921
– – 0.16% 97
2018
Q4 		$209K Buy
+1,921
New +$207K 0.2% 95

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

Little House Capital's MUB Position: Q1 2026 in Review

Little House Capital increased its iShares National Muni Bond ETF (MUB) stake by 40% in Q1 2026, buying an estimated $232K and bringing the position to 7,550 shares worth $801K. The position accounts for 0.21% of the portfolio, ranked #93.

Little House Capital first reported a position in MUB in Q4 2018 and has held it in 23 quarters since. The position peaked at $915K in Q2 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Little House Capital held 7,550 shares of iShares National Muni Bond ETF worth $801K as of Q1 2026.
  • Little House Capital bought 2,159 iShares National Muni Bond ETF shares in Q1 2026, an estimated $232K.
  • iShares National Muni Bond ETF made up 0.21% of Little House Capital's portfolio in Q1 2026, its #93 holding.
  • Little House Capital first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 23 quarters since.
  • Little House Capital's iShares National Muni Bond ETF position peaked at $915K in Q2 2023.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Little House Capital's 13F filing for Q1 2026, filed 7 May 2026.