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NFP Retirement Inc’s iShares National Muni Bond ETF MUB Stock Holding History

NFP Retirement Inc’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 		$764K Sell
7,193
-151
-2% -$16.2K 0.05% 164
2025
Q4 		$787K Buy
7,344
+553
+8% +$59.2K 0.05% 156
2025
Q3 		$723K Sell
6,791
-305
-4% -$31.9K 0.05% 160
2025
Q2 		$741K Buy
7,096
+3,331
+88% +$346K 0.05% 159
2025
Q1 		$397K Buy
3,765
+1,376
+58% +$146K 0.03% 202
2024
Q4 		$255K Buy
+2,389
New +$257K 0.02% 258

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

NFP Retirement Inc's MUB Position: Q1 2026 in Review

NFP Retirement Inc reduced its iShares National Muni Bond ETF (MUB) stake by 2.1% in Q1 2026, selling an estimated $16.2K and leaving 7,193 shares worth $764K. The position accounts for 0.05% of the portfolio, ranked #164.

NFP Retirement Inc first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $787K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • NFP Retirement Inc held 7,193 shares of iShares National Muni Bond ETF worth $764K as of Q1 2026.
  • NFP Retirement Inc sold 151 iShares National Muni Bond ETF shares in Q1 2026, an estimated $16.2K.
  • iShares National Muni Bond ETF made up 0.05% of NFP Retirement Inc's portfolio in Q1 2026, its #164 holding.
  • NFP Retirement Inc first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • NFP Retirement Inc's iShares National Muni Bond ETF position peaked at $787K in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.