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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
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

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

MYeCFO's MUB Position: Q1 2026 in Review

MYeCFO reduced its iShares National Muni Bond ETF (MUB) stake by 8.3% in Q1 2026, selling an estimated $107K and leaving 10,961 shares worth $1.16M. The position accounts for 0.49% of the portfolio, ranked #27.

MYeCFO first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.86M in Q4 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • MYeCFO held 10,961 shares of iShares National Muni Bond ETF worth $1.16M as of Q1 2026.
  • MYeCFO sold 992 iShares National Muni Bond ETF shares in Q1 2026, an estimated $107K.
  • iShares National Muni Bond ETF made up 0.49% of MYeCFO's portfolio in Q1 2026, its #27 holding.
  • MYeCFO first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • MYeCFO's iShares National Muni Bond ETF position peaked at $5.86M in Q4 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on MYeCFO's 13F filing for Q1 2026, filed 8 Apr 2026.