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Millington Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Millington Financial Advisors’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 		– Sell
-1,917
Closed -$206K – 122
2025
Q4 		$206K Sell
1,917
-934
-33% -$100K 0.09% 114
2025
Q3 		$305K Sell
2,851
-61
-2% -$6.38K 0.15% 85
2025
Q2 		$302K Buy
2,912
+497
+21% +$51.7K 0.15% 81
2025
Q1 		$247K Sell
2,415
-65
-3% -$6.91K 0.15% 82
2024
Q4 		$264K Sell
2,480
-244
-9% -$26.2K 0.15% 75
2024
Q3 		$296K Buy
2,724
+466
+21% +$50.2K 0.18% 71
2024
Q2 		$241K Buy
2,258
+216
+11% +$23K 0.17% 73
2024
Q1 		$220K Sell
2,042
-73
-3% -$7.88K 0.16% 74
2023
Q4 		$229K Buy
+2,115
New +$221K 0.18% 74

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

Millington Financial Advisors's MUB Position: Q1 2026 in Review

Millington Financial Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 1,917 shares — an estimated $206K sold.

Millington Financial Advisors first reported a position in MUB in Q4 2023 and held it in 9 quarters. The position peaked at $305K in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Millington Financial Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Millington Financial Advisors sold 1,917 iShares National Muni Bond ETF shares in Q1 2026, an estimated $206K.
  • Millington Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 9 quarters.
  • Millington Financial Advisors's iShares National Muni Bond ETF position peaked at $305K in Q3 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.