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

Mechanics Financial Corp’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	$68.3K	Hold	643	–	–	0.03%	160
2025 Q4	$68.9K	Hold	643	–	–	0.03%	161
2025 Q3	$68.5K	Hold	643	–	–	0.03%	159
2025 Q2	$67.2K	Hold	643	–	–	0.03%	155
2025 Q1	$67.8K	Hold	643	–	–	0.03%	159
2024 Q4	$68.5K	Hold	643	–	–	0.03%	152
2024 Q3	$69.8K	Hold	643	–	–	0.03%	149
2024 Q2	$68.5K	Hold	643	–	–	0.04%	149
2024 Q1	$69.2K	Hold	643	–	–	0.04%	149
2023 Q4	$69.7K	Hold	643	–	–	0.04%	141
2023 Q3	$65.9K	Hold	643	–	–	0.04%	141
2023 Q2	$68.6K	Hold	643	–	–	0.04%	145
2023 Q1	$69.3K	Hold	643	–	–	0.04%	143
2022 Q4	$68K	Hold	643	–	–	0.04%	143
2022 Q3	$66K	Hold	643	–	–	0.04%	148
2022 Q2	$68K	Hold	643	–	–	0.04%	148
2022 Q1	$70K	Hold	643	–	–	0.04%	145
2021 Q4	$75K	Buy	+643	New	+$74.7K	0.04%	144

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Mechanics Financial Corp's MUB Position: Q1 2026 in Review

Mechanics Financial Corp held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 643 shares worth $68.3K. The position accounts for 0.03% of the portfolio, ranked #160.

Mechanics Financial Corp first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $75K in Q4 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Mechanics Financial Corp held 643 shares of iShares National Muni Bond ETF worth $68.3K as of Q1 2026.
Mechanics Financial Corp left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.03% of Mechanics Financial Corp's portfolio in Q1 2026, its #160 holding.
Mechanics Financial Corp first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's iShares National Muni Bond ETF position peaked at $75K in Q4 2021.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.