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

MONECO 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	$215K	Buy	+2,026	New	+$218K	0.02%	490
2025 Q4	–	Sell	-2,020	Closed	-$215K	–	527
2025 Q3	$215K	Buy	+2,020	New	+$211K	0.02%	465
2024 Q3	–	Sell	-2,140	Closed	-$228K	–	444
2024 Q2	$228K	Buy	2,140 +66	+3%	+$7.03K	0.03%	379
2024 Q1	$223K	Buy	2,074 +191	+10%	+$20.6K	0.04%	379
2023 Q4	$204K	Buy	+1,883	New	+$197K	0.04%	366
2023 Q2	–	Sell	-1,971	Closed	-$212K	–	350
2023 Q1	$212K	Buy	+1,971	New	+$211K	0.06%	302
2022 Q4	–	Sell	-3,085	Closed	-$316K	–	277
2022 Q3	$316K	Sell	3,085 -1,455	-32%	-$155K	0.13%	176
2022 Q2	$483K	Sell	4,540 -885	-16%	-$94.4K	0.19%	127
2022 Q1	$595K	Sell	5,425 -122	-2%	-$13.8K	0.22%	110
2021 Q4	$632K	Sell	5,547 -2,001	-27%	-$232K	0.24%	101
2021 Q3	$877K	Buy	+7,548	New	+$885K	0.35%	71

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MONECO Advisors's MUB Position: Q1 2026 in Review

MONECO Advisors opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2026: 2,026 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #490 among its holdings. This is a return to the name: MONECO Advisors previously reported a position in MUB as recently as Q3 2025.

MONECO Advisors first reported a position in MUB in Q3 2021 and has held it in 11 quarters since. The position peaked at $877K in Q3 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

MONECO Advisors held 2,026 shares of iShares National Muni Bond ETF worth $215K as of Q1 2026.
iShares National Muni Bond ETF was a new MONECO Advisors position in Q1 2026.
iShares National Muni Bond ETF made up 0.02% of MONECO Advisors's portfolio in Q1 2026, its #490 holding.
MONECO Advisors first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 11 quarters since.
MONECO Advisors's iShares National Muni Bond ETF position peaked at $877K in Q3 2021.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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