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Morris Financial Concepts’s iShares National Muni Bond ETF MUB Stock Holding History

Morris Financial Concepts’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
Q2 		$76.1K Buy
707
+21
+3% +$2.25K 0.02% 151
2026
Q1 		$72.8K Buy
686
+26
+4% +$2.8K 0.02% 149
2025
Q4 		$70.7K Buy
660
+104
+19% +$11.1K 0.02% 149
2025
Q3 		$59.2K Buy
556
+120
+28% +$12.6K 0.02% 155
2025
Q2 		$45.6K Sell
436
-792
-64% -$82.3K 0.02% 156
2025
Q1 		$129K Sell
1,228
-291
-19% -$30.9K 0.05% 139
2024
Q4 		$162K Sell
1,519
-32
-2% -$3.44K 0.07% 130
2024
Q3 		$168K Buy
1,551
+31
+2% +$3.34K 0.07% 127
2024
Q2 		$162K Sell
1,520
-210
-12% -$22.4K 0.08% 105
2024
Q1 		$186K Buy
1,730
+115
+7% +$12.4K 0.1% 100
2023
Q4 		$175K Buy
1,615
+165
+11% +$17.2K 0.1% 99
2023
Q3 		$149K Buy
1,450
+256
+21% +$27K 0.1% 90
2023
Q2 		$127K Buy
1,194
+700
+142% +$74.8K 0.08% 91
2023
Q1 		$53.3K Buy
494
+238
+93% +$25.4K 0.04% 105
2022
Q4 		$27.1K Buy
256
+215
+524% +$22.4K 0.02% 107
2022
Q3 		$4K Sell
41
-520
-93% -$55.3K ﹤0.01% 101
2022
Q2 		$60K Sell
561
-714
-56% -$76.2K 0.06% 84
2022
Q1 		$140K Sell
1,275
-1,990
-61% -$225K 0.12% 71
2021
Q4 		$380K Buy
+3,265
New +$379K 0.32% 46

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morris Financial Concepts's MUB Position: Q2 2026 in Review

Morris Financial Concepts increased its iShares National Muni Bond ETF (MUB) stake by 3.1% in Q2 2026, buying an estimated $2.25K and bringing the position to 707 shares worth $76.1K. The position accounts for 0.02% of the portfolio, ranked #151.

Morris Financial Concepts first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $380K in Q4 2021. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Morris Financial Concepts held 707 shares of iShares National Muni Bond ETF worth $76.1K as of Q2 2026.
  • Morris Financial Concepts bought 21 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.25K.
  • iShares National Muni Bond ETF made up 0.02% of Morris Financial Concepts's portfolio in Q2 2026, its #151 holding.
  • Morris Financial Concepts first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Morris Financial Concepts's iShares National Muni Bond ETF position peaked at $380K in Q4 2021.
  • 1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.