MGO One Seven’s iShares National Muni Bond ETF MUB Stock Holding History

MGO One Seven’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 Q2	$4.63M	Buy	42,991 +4,824	+13%	+$516K	0.08%	282
2026 Q1	$4.05M	Buy	38,167 +2,421	+7%	+$260K	0.08%	286
2025 Q4	$3.83M	Buy	35,746 +27,001	+309%	+$2.89M	0.08%	290
2025 Q3	$931K	Buy	8,745 +4,763	+120%	+$498K	0.02%	611
2025 Q2	$416K	Sell	3,982 -1,913	-32%	-$199K	0.01%	793
2025 Q1	$622K	Buy	5,895 +2,680	+83%	+$285K	0.02%	566
2024 Q4	$343K	Buy	3,215 +598	+23%	+$64.2K	0.01%	785
2024 Q3	$284K	Buy	2,617 +626	+31%	+$67.5K	0.01%	786
2024 Q2	$212K	Buy	+1,991	New	+$212K	0.01%	893
2024 Q1	–	Sell	-2,341	Closed	-$254K	–	949
2023 Q4	$254K	Sell	2,341 -153	-6%	-$16K	0.01%	753
2023 Q3	$256K	Buy	+2,494	New	+$263K	0.02%	695
2020 Q2	–	Sell	-6,374	Closed	-$720K	–	469
2020 Q1	$720K	Sell	6,374 -6,462	-50%	-$738K	0.24%	109
2019 Q4	$1.46M	Buy	12,836 +9,904	+338%	+$1.13M	0.38%	71
2019 Q3	$335K	Buy	+2,932	New	+$335K	0.1%	277
2019 Q1	–	Sell	-2,142	Closed	-$233K	–	1180
2018 Q4	$233K	Buy	+2,142	New	+$230K	0.1%	232
2018 Q1	$25K	Hold	228	–	–	0.01%	803
2017 Q4	$25K	Buy	+228	New	+$25.2K	0.01%	810

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGO One Seven's MUB Position: Q2 2026 in Review

MGO One Seven increased its iShares National Muni Bond ETF (MUB) stake by 13% in Q2 2026, buying an estimated $516K and bringing the position to 42,991 shares worth $4.63M. The position accounts for 0.08% of the portfolio, ranked #282.

MGO One Seven first reported a position in MUB in Q4 2017 and has held it in 17 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

MGO One Seven held 42,991 shares of iShares National Muni Bond ETF worth $4.63M as of Q2 2026.
MGO One Seven bought 4,824 iShares National Muni Bond ETF shares in Q2 2026, an estimated $516K.
iShares National Muni Bond ETF made up 0.08% of MGO One Seven's portfolio in Q2 2026, its #282 holding.
MGO One Seven first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 17 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.