Northwest Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Northwest Financial 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	$228K	Sell	2,145 -1,143	-35%	-$123K	0.44%	61
2025 Q4	$352K	Buy	3,288 +47	+1%	+$5.03K	0.72%	43
2025 Q3	$345K	Buy	3,241 +937	+41%	+$98.1K	0.44%	61
2025 Q2	$241K	Sell	2,304 -3,704	-62%	-$385K	0.34%	79
2025 Q1	$633K	Buy	6,008 +10	+0.2%	+$1.06K	0.53%	46
2024 Q4	$639K	Sell	5,998 -68	-1%	-$7.31K	0.53%	47
2024 Q3	$659K	Buy	6,066 +559	+10%	+$60.2K	0.52%	42
2024 Q2	$587K	Buy	5,507 +1,231	+29%	+$131K	0.6%	44
2024 Q1	$460K	Buy	4,276 +15	+0.4%	+$1.62K	0.51%	51
2023 Q4	$462K	Buy	+4,261	New	+$445K	0.39%	49

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

Northwest Financial Advisors's MUB Position: Q1 2026 in Review

Northwest Financial Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 35% in Q1 2026, selling an estimated $123K and leaving 2,145 shares worth $228K. The position accounts for 0.44% of the portfolio, ranked #61.

Northwest Financial Advisors first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $659K in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Northwest Financial Advisors held 2,145 shares of iShares National Muni Bond ETF worth $228K as of Q1 2026.
Northwest Financial Advisors sold 1,143 iShares National Muni Bond ETF shares in Q1 2026, an estimated $123K.
iShares National Muni Bond ETF made up 0.44% of Northwest Financial Advisors's portfolio in Q1 2026, its #61 holding.
Northwest Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Northwest Financial Advisors's iShares National Muni Bond ETF position peaked at $659K in Q3 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.