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

Midwest Financial Group’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 		$1.93M Buy
18,197
+684
+4% +$73.5K 0.82% 36
2025
Q4 		$1.88M Buy
17,513
+2,938
+20% +$315K 0.83% 34
2025
Q3 		$1.55M Buy
14,575
+289
+2% +$30.2K 0.74% 39
2025
Q2 		$1.49M Buy
14,286
+6,234
+77% +$648K 0.78% 37
2025
Q1 		$849K Sell
8,052
-78
-1% -$8.29K 0.49% 47
2024
Q4 		$866K Buy
8,130
+43
+0.5% +$4.62K 0.5% 46
2024
Q3 		$879K Buy
8,087
+54
+0.7% +$5.82K 0.52% 45
2024
Q2 		$856K Buy
8,033
+170
+2% +$18.1K 0.54% 48
2024
Q1 		$846K Sell
7,863
-148
-2% -$16K 0.57% 48
2023
Q4 		$869K Sell
8,011
-64
-0.8% -$6.69K 0.65% 45
2023
Q3 		$828K Buy
8,075
+101
+1% +$10.7K 0.7% 43
2023
Q2 		$851K Buy
7,974
+169
+2% +$18.1K 0.72% 40
2023
Q1 		$841K Buy
+7,805
New +$834K 0.78% 37

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

Midwest Financial Group's MUB Position: Q1 2026 in Review

Midwest Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 3.9% in Q1 2026, buying an estimated $73.5K and bringing the position to 18,197 shares worth $1.93M. The position accounts for 0.82% of the portfolio, ranked #36.

Midwest Financial Group first reported a position in MUB in Q1 2023 and has held it in 13 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Midwest Financial Group held 18,197 shares of iShares National Muni Bond ETF worth $1.93M as of Q1 2026.
  • Midwest Financial Group bought 684 iShares National Muni Bond ETF shares in Q1 2026, an estimated $73.5K.
  • iShares National Muni Bond ETF made up 0.82% of Midwest Financial Group's portfolio in Q1 2026, its #36 holding.
  • Midwest Financial Group first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.