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Sunbelt Securities’s iShares National Muni Bond ETF MUB Stock Holding History

Sunbelt Securities’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 		$98.2K Sell
925
-108
-10% -$11.6K 0.01% 843
2025
Q4 		$111K Buy
1,033
+112
+12% +$12K 0.01% 792
2025
Q3 		$98.1K Sell
921
-925
-50% -$96.8K 0.01% 826
2025
Q2 		$197K Sell
1,846
-338
-15% -$35.1K 0.02% 589
2025
Q1 		$230K Buy
2,184
+338
+18% +$35.9K 0.02% 532
2024
Q4 		$197K Sell
1,846
-442
-19% -$47.5K 0.02% 590
2024
Q3 		$249K Buy
2,288
+21
+0.9% +$2.26K 0.02% 536
2024
Q2 		$242K Sell
2,267
-603
-21% -$64.2K 0.02% 507
2024
Q1 		$309K Sell
2,870
-80
-3% -$8.63K 0.03% 431
2023
Q4 		$320K Sell
2,950
-215
-7% -$22.5K 0.04% 398
2023
Q3 		$325K Sell
3,165
-325
-9% -$34.3K 0.04% 384
2023
Q2 		$372K Buy
3,490
+20
+0.6% +$2.14K 0.05% 342
2023
Q1 		$373K Sell
3,470
-148
-4% -$15.8K 0.06% 313
2022
Q4 		$382K Sell
3,618
-6,314
-64% -$658K 0.07% 295
2022
Q3 		$1.02M Buy
9,932
+6,221
+168% +$661K 0.22% 122
2022
Q2 		$395K Sell
3,711
-503
-12% -$53.7K 0.08% 284
2022
Q1 		$462K Sell
4,214
-75
-2% -$8.46K 0.08% 267
2021
Q4 		$486K Sell
4,289
-2,505
-37% -$291K 0.08% 274
2021
Q3 		$800K Hold
6,794
– – 0.14% 170
2021
Q2 		$800K Buy
6,794
+953
+16% +$111K 0.14% 170
2021
Q1 		$678K Buy
5,841
+920
+19% +$107K 0.13% 191
2020
Q4 		$577K Buy
4,921
+435
+10% +$50.5K 0.12% 208
2020
Q3 		$520K Buy
4,486
+1,675
+60% +$195K 0.14% 185
2020
Q2 		$324K Sell
2,811
-3,203
-53% -$364K 0.11% 214
2020
Q1 		$677K Buy
+6,014
New +$686K 0.03% 188

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

Sunbelt Securities's MUB Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares National Muni Bond ETF (MUB) stake by 10% in Q1 2026, selling an estimated $11.6K and leaving 925 shares worth $98.2K. The position accounts for 0.01% of the portfolio, ranked #843.

Sunbelt Securities first reported a position in MUB in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.02M in Q3 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Sunbelt Securities held 925 shares of iShares National Muni Bond ETF worth $98.2K as of Q1 2026.
  • Sunbelt Securities sold 108 iShares National Muni Bond ETF shares in Q1 2026, an estimated $11.6K.
  • iShares National Muni Bond ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #843 holding.
  • Sunbelt Securities first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 25 quarters since.
  • Sunbelt Securities's iShares National Muni Bond ETF position peaked at $1.02M in Q3 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.