Signal Tree Financial Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Signal Tree Financial Partners’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	$2.42M	Sell	22,815 -1,205	-5%	-$130K	1.83%	16
2025 Q4	$2.57M	Buy	24,020 +1,770	+8%	+$190K	1.96%	16
2025 Q3	$2.37M	Buy	22,250 +474	+2%	+$49.6K	1.88%	16
2025 Q2	$2.28M	Sell	21,776 -10,076	-32%	-$1.05M	1.96%	16
2025 Q1	$3.36M	Buy	31,852 +1,781	+6%	+$189K	3.37%	10
2024 Q4	$3.2M	Buy	+30,071	New	+$3.23M	3.76%	9

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

Signal Tree Financial Partners's MUB Position: Q1 2026 in Review

Signal Tree Financial Partners reduced its iShares National Muni Bond ETF (MUB) stake by 5% in Q1 2026, selling an estimated $130K and leaving 22,815 shares worth $2.42M. The position accounts for 1.83% of the portfolio, ranked #16.

Signal Tree Financial Partners first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.36M in Q1 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Signal Tree Financial Partners held 22,815 shares of iShares National Muni Bond ETF worth $2.42M as of Q1 2026.
Signal Tree Financial Partners sold 1,205 iShares National Muni Bond ETF shares in Q1 2026, an estimated $130K.
iShares National Muni Bond ETF made up 1.83% of Signal Tree Financial Partners's portfolio in Q1 2026, its #16 holding.
Signal Tree Financial Partners first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Signal Tree Financial Partners's iShares National Muni Bond ETF position peaked at $3.36M in Q1 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Signal Tree Financial Partners's 13F filing for Q1 2026, filed 15 May 2026.