MF
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Midwestern Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Midwestern Financial’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 		$984K Sell
9,274
-654
-7% -$70.3K 0.77% 32
2025
Q4 		$1.06M Sell
9,928
-105
-1% -$11.2K 0.88% 30
2025
Q3 		$1.07M Buy
10,033
+80
+0.8% +$8.37K 0.92% 30
2025
Q2 		$1.04M Buy
+9,953
New +$1.03M 0.98% 31

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

Midwestern Financial's MUB Position: Q1 2026 in Review

Midwestern Financial reduced its iShares National Muni Bond ETF (MUB) stake by 6.6% in Q1 2026, selling an estimated $70.3K and leaving 9,274 shares worth $984K. The position accounts for 0.77% of the portfolio, ranked #32.

Midwestern Financial first reported a position in MUB in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.07M in Q3 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Midwestern Financial held 9,274 shares of iShares National Muni Bond ETF worth $984K as of Q1 2026.
  • Midwestern Financial sold 654 iShares National Muni Bond ETF shares in Q1 2026, an estimated $70.3K.
  • iShares National Muni Bond ETF made up 0.77% of Midwestern Financial's portfolio in Q1 2026, its #32 holding.
  • Midwestern Financial first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Midwestern Financial's iShares National Muni Bond ETF position peaked at $1.07M in Q3 2025.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Midwestern Financial's 13F filing for Q1 2026, filed 5 May 2026.