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

Summit 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 		$10.5M Buy
99,163
+17,655
+22% +$1.9M 0.13% 145
2025
Q4 		$8.73M Buy
81,508
+6,024
+8% +$645K 0.13% 146
2025
Q3 		$8.04M Buy
75,484
+4,378
+6% +$458K 0.12% 153
2025
Q2 		$7.43M Sell
71,106
-4,305
-6% -$448K 0.17% 108
2025
Q1 		$7.95M Sell
75,411
-50,479
-40% -$5.37M 0.22% 83
2024
Q4 		$13.4M Buy
125,890
+7,071
+6% +$760K 0.47% 36
2024
Q3 		$12.9M Buy
118,819
+26,550
+29% +$2.86M 0.51% 36
2024
Q2 		$9.83M Buy
92,269
+59,376
+181% +$6.32M 0.45% 36
2024
Q1 		$3.54M Buy
32,893
+5,912
+22% +$638K 0.21% 62
2023
Q4 		$2.93M Sell
26,981
-1,320
-5% -$138K 0.19% 74
2023
Q3 		$2.9M Buy
28,301
+297
+1% +$31.3K 0.21% 67
2023
Q2 		$2.99M Buy
28,004
+10,662
+61% +$1.14M 0.22% 65
2023
Q1 		$1.87M Buy
17,342
+73
+0.4% +$7.8K 0.16% 69
2022
Q4 		$1.82M Sell
17,269
-6,403
-27% -$667K 0.17% 69
2022
Q3 		$2.43M Sell
23,672
-21,248
-47% -$2.26M 0.23% 48
2022
Q2 		$4.78M Buy
44,920
+13,663
+44% +$1.46M 0.45% 25
2022
Q1 		$3.43M Sell
31,257
-45,421
-59% -$5.13M 0.27% 40
2021
Q4 		$8.92M Sell
76,678
-41,928
-35% -$4.87M 0.68% 19
2021
Q3 		$13.8M Buy
118,606
+89,455
+307% +$10.5M 1.18% 14
2021
Q2 		$3.42M Buy
29,151
+4,599
+19% +$537K 0.34% 29
2021
Q1 		$2.85M Buy
24,552
+651
+3% +$75.9K 0.38% 14
2020
Q4 		$2.8M Sell
23,901
-179
-0.7% -$20.8K 0.39% 12
2020
Q3 		$2.79M Buy
24,080
+1,146
+5% +$133K 0.46% 10
2020
Q2 		$2.65M Sell
22,934
-3,356
-13% -$381K 0.47% 8
2020
Q1 		$2.97M Sell
26,290
-2,811
-10% -$321K 0.65% 9
2019
Q4 		$3.31M Sell
29,101
-25,229
-46% -$2.87M 0.56% 9
2019
Q3 		$3.51M Buy
54,330
+26,162
+93% +$2.98M 0.6% 11
2019
Q2 		$3.19M Sell
28,168
-131
-0.5% -$14.7K 0.54% 11
2019
Q1 		$3.15M Buy
28,299
+7,437
+36% +$816K 0.54% 10
2018
Q4 		$2.27M Buy
+20,862
New +$2.24M 0.44% 11

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's MUB Position: Q1 2026 in Review

Summit Financial increased its iShares National Muni Bond ETF (MUB) stake by 22% in Q1 2026, buying an estimated $1.9M and bringing the position to 99,163 shares worth $10.5M. The position accounts for 0.13% of the portfolio, ranked #145.

Summit Financial first reported a position in MUB in Q4 2018 and has held it in 30 quarters since. The position peaked at $13.8M in Q3 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Summit Financial held 99,163 shares of iShares National Muni Bond ETF worth $10.5M as of Q1 2026.
  • Summit Financial bought 17,655 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.9M.
  • iShares National Muni Bond ETF made up 0.13% of Summit Financial's portfolio in Q1 2026, its #145 holding.
  • Summit Financial first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Summit Financial's iShares National Muni Bond ETF position peaked at $13.8M in Q3 2021.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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