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

Midwest Trust’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 		$5.48M Buy
51,668
+12,994
+34% +$1.4M 0.07% 198
2025
Q4 		$4.14M Sell
38,674
-1,558
-4% -$167K 0.05% 221
2025
Q3 		$4.28M Sell
40,232
-3,392
-8% -$355K 0.06% 221
2025
Q2 		$4.56M Buy
+43,624
New +$4.54M 0.06% 212

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 Trust's MUB Position: Q1 2026 in Review

Midwest Trust increased its iShares National Muni Bond ETF (MUB) stake by 34% in Q1 2026, buying an estimated $1.4M and bringing the position to 51,668 shares worth $5.48M. The position accounts for 0.07% of the portfolio, ranked #198.

Midwest Trust first reported a position in MUB in Q2 2025 and has held it in 4 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Midwest Trust held 51,668 shares of iShares National Muni Bond ETF worth $5.48M as of Q1 2026.
  • Midwest Trust bought 12,994 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.4M.
  • iShares National Muni Bond ETF made up 0.07% of Midwest Trust's portfolio in Q1 2026, its #198 holding.
  • Midwest Trust first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.