Personal CFO Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Personal CFO Solutions’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 Q2	–	Sell	-2,476	Closed	-$263K	–	567
2026 Q1	$263K	Buy	+2,476	New	+$266K	0.04%	425
2024 Q4	–	Sell	-5,446	Closed	-$592K	–	559
2024 Q3	$592K	Buy	5,446 +2,493	+84%	+$269K	0.08%	224
2024 Q2	$315K	Buy	2,953 +453	+18%	+$48.2K	0.05%	363
2024 Q1	$269K	Buy	2,500 +585	+31%	+$63.1K	0.04%	430
2023 Q4	$208K	Buy	+1,915	New	+$200K	0.04%	483

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Personal CFO Solutions's MUB Position: Q2 2026 in Review

Personal CFO Solutions sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 2,476 shares — an estimated $263K sold.

Personal CFO Solutions first reported a position in MUB in Q4 2023 and held it in 5 quarters. The position peaked at $592K in Q3 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Personal CFO Solutions reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Personal CFO Solutions sold 2,476 iShares National Muni Bond ETF shares in Q2 2026, an estimated $263K.
Personal CFO Solutions first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 5 quarters.
Personal CFO Solutions's iShares National Muni Bond ETF position peaked at $592K in Q3 2024.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.