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MainStreet Investment Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

MainStreet Investment Advisors’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 		$1.1M Sell
10,348
-387
-4% -$41.6K 0.17% 91
2025
Q4 		$1.15M Buy
10,735
+750
+8% +$80.3K 0.17% 91
2025
Q3 		$1.06M Buy
9,985
+502
+5% +$52.5K 0.14% 98
2025
Q2 		$991K Buy
9,483
+163
+2% +$16.9K 0.14% 96
2025
Q1 		$983K Buy
9,320
+75
+0.8% +$7.98K 0.14% 93
2024
Q4 		$985K Buy
9,245
+970
+12% +$104K 0.14% 91
2024
Q3 		$899K Sell
8,275
-1,265
-13% -$136K 0.12% 93
2024
Q2 		$1.02M Sell
9,540
-4,425
-32% -$471K 0.12% 92
2024
Q1 		$1.5M Sell
13,965
-250
-2% -$27K 0.18% 84
2023
Q4 		$1.54M Sell
14,215
-7,270
-34% -$760K 0.17% 83
2023
Q3 		$2.2M Sell
21,485
-2,431
-10% -$256K 0.26% 77
2023
Q2 		$2.55M Sell
23,916
-1,311
-5% -$140K 0.28% 76
2023
Q1 		$2.72M Sell
25,227
-7,725
-23% -$825K 0.29% 75
2022
Q4 		$3.48M Sell
32,952
-3,567
-10% -$372K 0.39% 69
2022
Q3 		$3.75M Hold
36,519
– – 0.46% 59
2022
Q2 		$3.88M Sell
36,519
-127
-0.3% -$13.6K 0.45% 62
2022
Q1 		$4.02M Sell
36,646
-3,713
-9% -$419K 0.38% 68
2021
Q4 		$4.69M Sell
40,359
-199
-0.5% -$23.1K 0.41% 64
2021
Q3 		$4.71M Sell
40,558
-9,369
-19% -$1.1M 0.45% 59
2021
Q2 		$5.85M Sell
49,927
-27,629
-36% -$3.23M 0.5% 54
2021
Q1 		$9M Sell
77,556
-15,761
-17% -$1.84M 0.75% 36
2020
Q4 		$10.9M Sell
93,317
-23,829
-20% -$2.77M 0.87% 31
2020
Q3 		$13.6M Sell
117,146
-33,384
-22% -$3.88M 1.06% 27
2020
Q2 		$17.4M Buy
150,530
+127,965
+567% +$14.5M 1.19% 20
2020
Q1 		$2.55M Buy
22,565
+536
+2% +$61.2K 0.31% 66
2019
Q4 		$2.51M Buy
+22,029
New +$2.51M 0.28% 67
2019
Q1 		– Sell
-2,126
Closed -$232K – 140
2018
Q4 		$232K Buy
+2,126
New +$229K 0.04% 141

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

MainStreet Investment Advisors's MUB Position: Q1 2026 in Review

MainStreet Investment Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 3.6% in Q1 2026, selling an estimated $41.6K and leaving 10,348 shares worth $1.1M. The position accounts for 0.17% of the portfolio, ranked #91.

MainStreet Investment Advisors first reported a position in MUB in Q4 2018 and has held it in 27 quarters since. The position peaked at $17.4M in Q2 2020. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • MainStreet Investment Advisors held 10,348 shares of iShares National Muni Bond ETF worth $1.1M as of Q1 2026.
  • MainStreet Investment Advisors sold 387 iShares National Muni Bond ETF shares in Q1 2026, an estimated $41.6K.
  • iShares National Muni Bond ETF made up 0.17% of MainStreet Investment Advisors's portfolio in Q1 2026, its #91 holding.
  • MainStreet Investment Advisors first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 27 quarters since.
  • MainStreet Investment Advisors's iShares National Muni Bond ETF position peaked at $17.4M in Q2 2020.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.