Northern Lights Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Northern Lights 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	$1.34M	Sell	12,625 -495	-4%	-$53.2K	0.91%	26
2025 Q4	$1.41M	Buy	+13,120	New	+$1.4M	0.96%	26

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

Northern Lights Advisors's MUB Position: Q1 2026 in Review

Northern Lights Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 3.8% in Q1 2026, selling an estimated $53.2K and leaving 12,625 shares worth $1.34M. The position accounts for 0.91% of the portfolio, ranked #26.

Northern Lights Advisors first reported a position in MUB in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.41M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Northern Lights Advisors held 12,625 shares of iShares National Muni Bond ETF worth $1.34M as of Q1 2026.
Northern Lights Advisors sold 495 iShares National Muni Bond ETF shares in Q1 2026, an estimated $53.2K.
iShares National Muni Bond ETF made up 0.91% of Northern Lights Advisors's portfolio in Q1 2026, its #26 holding.
Northern Lights Advisors first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
Northern Lights Advisors's iShares National Muni Bond ETF position peaked at $1.41M in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Northern Lights Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.