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

MSH Capital 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	$398K	Sell	3,752 -2,150	-36%	-$231K	0.08%	199
2025 Q4	$632K	Hold	5,902	–	–	0.14%	157
2025 Q3	$629K	Buy	5,902 +1,029	+21%	+$108K	0.17%	142
2025 Q2	$509K	Buy	4,873 +1,368	+39%	+$142K	0.15%	159
2025 Q1	$370K	Buy	3,505 +1,378	+65%	+$147K	0.11%	174
2024 Q4	$227K	Hold	2,127	–	–	0.07%	214
2024 Q3	$231K	Hold	2,127	–	–	0.07%	217
2024 Q2	$227K	Sell	2,127 -5,193	-71%	-$553K	0.08%	206
2024 Q1	$788K	Buy	7,320 +21	+0.3%	+$2.27K	0.28%	98
2023 Q4	$791K	Sell	7,299 -10,537	-59%	-$1.1M	0.3%	96
2023 Q3	$1.83M	Sell	17,836 -1,071	-6%	-$113K	0.72%	47
2023 Q2	$2.02M	Buy	18,907 +1,557	+9%	+$166K	0.74%	44
2023 Q1	$1.87M	Buy	17,350 +7,247	+72%	+$774K	0.8%	39
2022 Q4	$1.07M	Buy	10,103 +5,285	+110%	+$551K	0.48%	72
2022 Q3	$494K	Buy	+4,818	New	+$512K	0.24%	107
2022 Q2	–	Sell	-2,075	Closed	-$227K	–	200
2022 Q1	$227K	Buy	+2,075	New	+$234K	0.09%	186

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

MSH Capital Advisors's MUB Position: Q1 2026 in Review

MSH Capital Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 36% in Q1 2026, selling an estimated $231K and leaving 3,752 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #199.

MSH Capital Advisors first reported a position in MUB in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.02M in Q2 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

MSH Capital Advisors held 3,752 shares of iShares National Muni Bond ETF worth $398K as of Q1 2026.
MSH Capital Advisors sold 2,150 iShares National Muni Bond ETF shares in Q1 2026, an estimated $231K.
iShares National Muni Bond ETF made up 0.08% of MSH Capital Advisors's portfolio in Q1 2026, its #199 holding.
MSH Capital Advisors first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 16 quarters since.
MSH Capital Advisors's iShares National Muni Bond ETF position peaked at $2.02M in Q2 2023.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.