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

Principal Securities’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 		$9.09M Sell
85,630
-2,635
-3% -$283K 0.13% 143
2025
Q4 		$9.45M Buy
88,265
+10,792
+14% +$1.16M 0.15% 136
2025
Q3 		$8.25M Buy
77,473
+2,636
+4% +$276K 0.14% 141
2025
Q2 		$7.82M Buy
74,837
+11,450
+18% +$1.19M 0.15% 138
2025
Q1 		$6.75M Buy
63,387
+136
+0.2% +$14.5K 0.15% 135
2024
Q4 		$6.74M Buy
63,251
+15,849
+33% +$1.7M 0.15% 133
2024
Q3 		$5.15M Buy
47,402
+6,025
+15% +$649K 0.12% 163
2024
Q2 		$4.41M Buy
41,377
+7,548
+22% +$804K 0.12% 159
2024
Q1 		$3.64M Buy
33,829
+1,359
+4% +$147K 0.11% 172
2023
Q4 		$3.52M Buy
+32,470
New +$3.39M 0.13% 154

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 Securities's MUB Position: Q1 2026 in Review

Principal Securities reduced its iShares National Muni Bond ETF (MUB) stake by 3% in Q1 2026, selling an estimated $283K and leaving 85,630 shares worth $9.09M. The position accounts for 0.13% of the portfolio, ranked #143.

Principal Securities first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.45M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Principal Securities held 85,630 shares of iShares National Muni Bond ETF worth $9.09M as of Q1 2026.
  • Principal Securities sold 2,635 iShares National Muni Bond ETF shares in Q1 2026, an estimated $283K.
  • iShares National Muni Bond ETF made up 0.13% of Principal Securities's portfolio in Q1 2026, its #143 holding.
  • Principal Securities first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's iShares National Muni Bond ETF position peaked at $9.45M in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.