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

MidWestOne 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
2025
Q4 		$24.3M Buy
227,052
+181,123
+394% +$19.4M 2.7% 6
2025
Q3 		$4.89M Buy
45,929
+2,020
+5% +$211K 0.59% 30
2025
Q2 		$4.59M Buy
43,909
+14,132
+47% +$1.47M 0.6% 28
2025
Q1 		$3.14M Sell
29,777
-56
-0.2% -$5.96K 0.45% 46
2024
Q4 		$3.18M Sell
29,833
-2,400
-7% -$258K 0.45% 46
2024
Q3 		$3.5M Buy
32,233
+3,201
+11% +$345K 0.48% 37
2024
Q2 		$3.09M Buy
29,032
+5,630
+24% +$600K 0.56% 40
2024
Q1 		$2.52M Sell
23,402
-13,283
-36% -$1.43M 0.45% 52
2023
Q4 		$3.98M Sell
36,685
-9,517
-21% -$995K 0.76% 16
2023
Q3 		$4.74M Buy
46,202
+155
+0.3% +$16.3K 1.07% 8
2023
Q2 		$4.91M Hold
46,047
– – 1.07% 6
2023
Q1 		$4.96M Buy
46,047
+2,668
+6% +$285K 1.12% 6
2022
Q4 		$4.58M Sell
43,379
-3,908
-8% -$407K 1.02% 7
2022
Q3 		$4.85M Buy
47,287
+19,718
+72% +$2.1M 1.23% 5
2022
Q2 		$2.93M Buy
27,569
+1
+0% +$107 0.73% 15
2022
Q1 		$3.02M Sell
27,568
-10,843
-28% -$1.22M 0.65% 17
2021
Q4 		$4.47M Buy
38,411
+846
+2% +$98.2K 0.94% 9
2021
Q3 		$4.36M Hold
37,565
– – 1.02% 7
2021
Q2 		$4.4M Buy
37,565
+13,015
+53% +$1.52M 1.04% 9
2021
Q1 		$2.85M Buy
24,550
+12,055
+96% +$1.41M 0.69% 16
2020
Q4 		$1.46M Buy
+12,495
New +$1.45M 0.4% 57

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

MidWestOne Financial Group's MUB Position: Q4 2025 in Review

MidWestOne Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 394% in Q4 2025, buying an estimated $19.4M and bringing the position to 227,052 shares worth $24.3M. The position accounts for 2.7% of the portfolio, ranked #6.

MidWestOne Financial Group first reported a position in MUB in Q4 2020 and has held it in 21 quarters since. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • MidWestOne Financial Group held 227,052 shares of iShares National Muni Bond ETF worth $24.3M as of Q4 2025.
  • MidWestOne Financial Group bought 181,123 iShares National Muni Bond ETF shares in Q4 2025, an estimated $19.4M.
  • iShares National Muni Bond ETF made up 2.7% of MidWestOne Financial Group's portfolio in Q4 2025, its #6 holding.
  • MidWestOne Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.