MYeCFO
MUB icon

MYeCFO’s iShares National Muni Bond ETF MUB Stock Holding History

MYeCFO’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
Q3 		$1.08M Sell
10,681
-230
-2% -$24.1K 0.41% 32
2026
Q2 		$1.17M Sell
10,911
-50
-0.5% -$5.35K 0.44% 31
2026
Q1 		$1.16M Sell
10,961
-992
-8% -$107K 0.49% 27
2025
Q4 		$1.28M Sell
11,953
-800
-6% -$85.7K 0.54% 27
2025
Q3 		$1.36M Sell
12,753
-450
-3% -$47.1K 0.62% 27
2025
Q2 		$1.37M Sell
13,203
-1,580
-11% -$164K 0.67% 26
2025
Q1 		$1.56M Sell
14,783
-430
-3% -$45.7K 0.82% 25
2024
Q4 		$1.62M Sell
15,213
-2,240
-13% -$241K 0.87% 24
2024
Q3 		$1.9M Sell
17,453
-2,130
-11% -$230K 1.03% 21
2024
Q2 		$2.09M Sell
19,583
-15,220
-44% -$1.62M 1.2% 18
2024
Q1 		$3.31M Sell
34,803
-9,768
-22% -$1.05M 1.94% 12
2023
Q4 		$4.83M Sell
44,571
-6,330
-12% -$661K 3.04% 7
2023
Q3 		$5.22M Buy
50,901
+6,540
+15% +$690K 3.62% 7
2023
Q2 		$4.73M Sell
44,361
-4,958
-10% -$530K 3.44% 7
2023
Q1 		$5.31M Sell
49,319
-6,244
-11% -$667K 3.99% 7
2022
Q4 		$5.86M Buy
+55,563
New +$5.79M 4.82% 6

Other funds holding MUB

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

MYeCFO's MUB Position: Q3 2026 in Review

MYeCFO reduced its iShares National Muni Bond ETF (MUB) stake by 2.1% in Q3 2026, selling an estimated $24.1K and leaving 10,681 shares worth $1.08M. The position accounts for 0.41% of the portfolio, ranked #32.

MYeCFO first reported a position in MUB in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.86M in Q4 2022. 809 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • MYeCFO held 10,681 shares of iShares National Muni Bond ETF worth $1.08M as of Q3 2026.
  • MYeCFO sold 230 iShares National Muni Bond ETF shares in Q3 2026, an estimated $24.1K.
  • iShares National Muni Bond ETF made up 0.41% of MYeCFO's portfolio in Q3 2026, its #32 holding.
  • MYeCFO first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • MYeCFO's iShares National Muni Bond ETF position peaked at $5.86M in Q4 2022.
  • 809 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on MYeCFO's 13F filing for Q3 2026, filed 14 Oct 2026.