Principal Financial Group
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Principal Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Principal Financial Group’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 		$849K Buy
7,998
+4,966
+164% +$534K ﹤0.01% 1973
2025
Q4 		$325K Sell
3,032
-29
-0.9% -$3.1K ﹤0.01% 2084
2025
Q3 		$326K Buy
3,061
+28
+0.9% +$2.93K ﹤0.01% 2114
2025
Q2 		$317K Buy
+3,033
New +$315K ﹤0.01% 2055
2025
Q1 		– Sell
-2,578
Closed -$275K – 2202
2024
Q4 		$275K Buy
2,578
+156
+6% +$16.8K ﹤0.01% 2052
2024
Q3 		$263K Buy
+2,422
New +$261K ﹤0.01% 2054
2022
Q2 		– Sell
-30,050
Closed -$3.29M – 2602
2022
Q1 		$3.29M Sell
30,050
-29,650
-50% -$3.35M ﹤0.01% 1780
2021
Q4 		$6.94M Buy
59,700
+28,907
+94% +$3.36M ﹤0.01% 1549
2021
Q3 		$3.58M Sell
30,793
-36,928
-55% -$4.33M ﹤0.01% 1777
2021
Q2 		$7.94M Buy
67,721
+33,074
+95% +$3.86M 0.01% 1536
2021
Q1 		$4.02M Buy
34,647
+670
+2% +$78.1K ﹤0.01% 1723
2020
Q4 		$3.98M Sell
33,977
-37,428
-52% -$4.35M ﹤0.01% 1646
2020
Q3 		$8.28M Sell
71,405
-1,537
-2% -$179K 0.01% 1183
2020
Q2 		$8.42M Buy
72,942
+28,389
+64% +$3.22M 0.01% 1155
2020
Q1 		$5.04M Sell
44,553
-45,169
-50% -$5.16M 0.01% 1273
2019
Q4 		$10.2M Buy
89,722
+34,456
+62% +$3.92M 0.01% 1235
2019
Q3 		$6.31M Buy
55,266
+5,982
+12% +$682K 0.01% 1425
2019
Q2 		$5.57M Sell
49,284
-6,320
-11% -$708K 0.01% 1495
2019
Q1 		$6.18M Buy
55,604
+38,206
+220% +$4.19M 0.01% 1469
2018
Q4 		$1.9M Buy
+17,398
New +$1.87M ﹤0.01% 1724

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

Principal Financial Group's MUB Position: Q1 2026 in Review

Principal Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 164% in Q1 2026, buying an estimated $534K and bringing the position to 7,998 shares worth $849K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Principal Financial Group first reported a position in MUB in Q4 2018 and has held it in 20 quarters since. The position peaked at $10.2M in Q4 2019. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Principal Financial Group held 7,998 shares of iShares National Muni Bond ETF worth $849K as of Q1 2026.
  • Principal Financial Group bought 4,966 iShares National Muni Bond ETF shares in Q1 2026, an estimated $534K.
  • iShares National Muni Bond ETF made up ﹤0.01% of Principal Financial Group's portfolio in Q1 2026, its #1973 holding.
  • Principal Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 20 quarters since.
  • Principal Financial Group's iShares National Muni Bond ETF position peaked at $10.2M in Q4 2019.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.