Steph & Co’s iShares National Muni Bond ETF MUB Stock Holding History

Steph & Co’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	–	Sell	-65	Closed	-$6.96K	–	315
2025 Q4	$6.96K	Buy	+65	New	+$6.96K	﹤0.01%	293

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

Steph & Co's MUB Position: Q1 2026 in Review

Steph & Co sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 65 shares — an estimated $6.96K sold.

Steph & Co first reported a position in MUB in Q4 2025 and held it in 1 quarter. The position peaked at $6.96K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Steph & Co reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Steph & Co sold 65 iShares National Muni Bond ETF shares in Q1 2026, an estimated $6.96K.
Steph & Co first reported a position in iShares National Muni Bond ETF in Q4 2025 and held it in 1 quarter.
Steph & Co's iShares National Muni Bond ETF position peaked at $6.96K in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Steph & Co's 13F filing for Q1 2026, filed 17 Apr 2026.