Simplex Trading
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Simplex Trading’s iShares National Muni Bond ETF MUB Stock Holding History

Simplex Trading’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 		$2.94M Buy
27,683
+5,296
+24% +$569K ﹤0.01% 1517
2025
Q4 		$2.4M Buy
+22,387
New +$2.4M ﹤0.01% 1833
2025
Q3 		– Sell
-56,446
Closed -$5.9M – 9682
2025
Q2 		$5.9M Sell
56,446
-21,501
-28% -$2.24M ﹤0.01% 1223
2025
Q1 		$8.22M Sell
77,947
-18,707
-19% -$1.99M 0.01% 999
2024
Q4 		$10.3M Sell
96,654
-4,699
-5% -$505K 0.01% 1009
2024
Q3 		$11M Buy
101,353
+98,770
+3,824% +$10.6M 0.01% 981
2024
Q2 		$275K Buy
+2,583
New +$275K ﹤0.01% 4325
2024
Q1 		– Sell
-3,897
Closed -$422K – 9487
2023
Q4 		$422K Buy
3,897
+1,116
+40% +$117K ﹤0.01% 3875
2023
Q3 		$285K Buy
2,781
+822
+42% +$86.7K ﹤0.01% 3987
2023
Q2 		$209K Buy
+1,959
New +$209K ﹤0.01% 4247
2022
Q4 		– Sell
-876
Closed -$89K – 9954
2022
Q3 		$89K Buy
+876
New +$93.1K ﹤0.01% 5678
2022
Q2 		– Sell
-13,561
Closed -$1.49M – 10677
2022
Q1 		$1.49M Buy
+13,561
New +$1.53M ﹤0.01% 2418
2021
Q4 		– Sell
-4,360
Closed -$510K – 11070
2021
Q3 		$510K Sell
4,360
-100
-2% -$11.7K ﹤0.01% 4083
2021
Q2 		$522K Buy
+4,460
New +$521K ﹤0.01% 4096
2020
Q1 		– Sell
-1,944
Closed -$221K – 8011
2019
Q4 		$221K Sell
1,944
-455
-19% -$51.8K ﹤0.01% 3646
2019
Q3 		$273K Sell
2,399
-77
-3% -$8.79K ﹤0.01% 3259
2019
Q2 		$280K Sell
2,476
-281
-10% -$31.5K ﹤0.01% 3136
2019
Q1 		$306K Buy
+2,757
New +$302K ﹤0.01% 3178
2017
Q3 		– Sell
-515
Closed -$56K – 6355
2017
Q2 		$56K Buy
+515
New +$56.6K ﹤0.01% 2284
2016
Q4 		– Sell
-2,378
Closed -$268K – 6282
2016
Q3 		$268K Buy
+2,378
New +$269K 0.02% 837
2016
Q2 		– Sell
-9,154
Closed -$1.02M – 6220
2016
Q1 		$1.02M Buy
+9,154
New +$1.02M 0.08% 223
2015
Q2 		– Sell
-144
Closed -$15K – 5616
2015
Q1 		$15K Buy
+144
New +$15.9K ﹤0.01% 2555

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

Simplex Trading's MUB Position: Q1 2026 in Review

Simplex Trading increased its iShares National Muni Bond ETF (MUB) stake by 24% in Q1 2026, buying an estimated $569K and bringing the position to 27,683 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1517.

Simplex Trading first reported a position in MUB in Q1 2015 and has held it in 22 quarters since. The position peaked at $11M in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Simplex Trading held 27,683 shares of iShares National Muni Bond ETF worth $2.94M as of Q1 2026.
  • Simplex Trading bought 5,296 iShares National Muni Bond ETF shares in Q1 2026, an estimated $569K.
  • iShares National Muni Bond ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #1517 holding.
  • Simplex Trading first reported a position in iShares National Muni Bond ETF in Q1 2015 and has held it in 22 quarters since.
  • Simplex Trading's iShares National Muni Bond ETF position peaked at $11M in Q3 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.