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Ross\Johnson & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Ross\Johnson & Associates’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 		$164K Hold
1,542
– – 2.95% 4
2025
Q4 		$165K Hold
1,542
– – 3.07% 4
2025
Q3 		$164K Hold
1,542
– – 3.09% 4
2025
Q2 		$161K Hold
1,542
– – 3.32% 4
2025
Q1 		$163K Hold
1,542
– – 2.79% 4
2024
Q4 		$164K Buy
+1,542
New +$166K 3.8% 3

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

Ross\Johnson & Associates's MUB Position: Q1 2026 in Review

Ross\Johnson & Associates held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 1,542 shares worth $164K. The position accounts for 2.95% of the portfolio, ranked #4.

Ross\Johnson & Associates first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $165K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Ross\Johnson & Associates held 1,542 shares of iShares National Muni Bond ETF worth $164K as of Q1 2026.
  • Ross\Johnson & Associates left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up 2.95% of Ross\Johnson & Associates's portfolio in Q1 2026, its #4 holding.
  • Ross\Johnson & Associates first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's iShares National Muni Bond ETF position peaked at $165K in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.