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Summit Financial Consulting’s iShares National Muni Bond ETF MUB Stock Holding History

Summit Financial Consulting’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 		$219K Sell
2,065
-255
-11% -$27.4K 0.16% 39
2025
Q4 		$248K Buy
2,320
+136
+6% +$14.6K 0.18% 41
2025
Q3 		$233K Buy
2,184
+217
+11% +$22.7K 0.19% 38
2025
Q2 		$206K Sell
1,967
-2
-0.1% -$208 0.18% 39
2025
Q1 		$208K Buy
+1,969
New +$209K 0.19% 41

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

Summit Financial Consulting's MUB Position: Q1 2026 in Review

Summit Financial Consulting reduced its iShares National Muni Bond ETF (MUB) stake by 11% in Q1 2026, selling an estimated $27.4K and leaving 2,065 shares worth $219K. The position accounts for 0.16% of the portfolio, ranked #39.

Summit Financial Consulting first reported a position in MUB in Q1 2025 and has held it in 5 quarters since. The position peaked at $248K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Summit Financial Consulting held 2,065 shares of iShares National Muni Bond ETF worth $219K as of Q1 2026.
  • Summit Financial Consulting sold 255 iShares National Muni Bond ETF shares in Q1 2026, an estimated $27.4K.
  • iShares National Muni Bond ETF made up 0.16% of Summit Financial Consulting's portfolio in Q1 2026, its #39 holding.
  • Summit Financial Consulting first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Summit Financial Consulting's iShares National Muni Bond ETF position peaked at $248K in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Summit Financial Consulting's 13F filing for Q1 2026, filed 10 Apr 2026.