Stage Harbor Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Stage Harbor Financial’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	$16M	Buy	150,771 +11	+0%	+$1.18K	10.61%	3
2025 Q4	$16.1M	Sell	150,760 -1,271	-0.8%	-$136K	10.88%	3
2025 Q3	$16.2M	Sell	152,031 -1,770	-1%	-$185K	11.84%	3
2025 Q2	$16.1M	Sell	153,801 -18,524	-11%	-$1.93M	13.05%	3
2025 Q1	$18.2M	Sell	172,325 -2,275	-1%	-$242K	15.38%	1
2024 Q4	$18.6M	Sell	174,600 -492	-0.3%	-$52.9K	16.19%	1
2024 Q3	$18.9M	Sell	175,092 -856	-0.5%	-$92.2K	17.19%	1
2024 Q2	$18.7M	Sell	175,948 -1,982	-1%	-$211K	18.11%	1
2024 Q1	$19.1M	Sell	177,930 -151	-0.1%	-$16.3K	17.41%	1
2023 Q4	$19.3M	Buy	+178,081	New	+$18.6M	18.6%	1

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

Stage Harbor Financial's MUB Position: Q1 2026 in Review

Stage Harbor Financial increased its iShares National Muni Bond ETF (MUB) stake by 0.01% in Q1 2026, buying an estimated $1.18K and bringing the position to 150,771 shares worth $16M. The position accounts for 10.61% of the portfolio, ranked #3.

Stage Harbor Financial first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.3M in Q4 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Stage Harbor Financial held 150,771 shares of iShares National Muni Bond ETF worth $16M as of Q1 2026.
Stage Harbor Financial bought 11 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.18K.
iShares National Muni Bond ETF made up 10.61% of Stage Harbor Financial's portfolio in Q1 2026, its #3 holding.
Stage Harbor Financial first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Stage Harbor Financial's iShares National Muni Bond ETF position peaked at $19.3M in Q4 2023.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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