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

SYM Financial Corp’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	-25	Closed	-$2.68K	–	450
2025 Q4	$2.68K	Hold	25	–	–	﹤0.01%	410
2025 Q3	$2.66K	Hold	25	–	–	﹤0.01%	403
2025 Q2	$2.61K	Buy	+25	New	+$2.6K	﹤0.01%	412
2024 Q2	–	Sell	-256	Closed	-$27.5K	–	274
2024 Q1	$27.5K	Buy	+256	New	+$27.6K	﹤0.01%	141
2022 Q3	–	Sell	-6,368	Closed	-$677K	–	114
2022 Q2	$677K	Buy	6,368 +6,363	+127,260%	+$679K	0.32%	25
2022 Q1	$1K	Buy	+5	New	+$564	﹤0.01%	111
2021 Q1	–	Sell	-9	Closed	-$1K	–	86
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	79
2020 Q3	$1K	Buy	+9	New	+$1.05K	﹤0.01%	80
2020 Q2	–	Sell	-1,370	Closed	-$155K	–	70
2020 Q1	$155K	Hold	1,370	–	–	0.16%	36
2019 Q4	$156K	Hold	1,370	–	–	0.1%	49
2019 Q3	$156K	Hold	1,370	–	–	0.1%	40
2019 Q2	$155K	Hold	1,370	–	–	0.1%	43
2019 Q1	$152K	Sell	1,370 -1,067	-44%	-$117K	0.1%	41
2018 Q4	$266K	Buy	+2,437	New	+$262K	0.11%	28

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

SYM Financial Corp's MUB Position: Q1 2026 in Review

SYM Financial Corp sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 25 shares — an estimated $2.68K sold.

SYM Financial Corp first reported a position in MUB in Q4 2018 and held it in 14 quarters. The position peaked at $677K in Q2 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

SYM Financial Corp reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
SYM Financial Corp sold 25 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.68K.
SYM Financial Corp first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 14 quarters.
SYM Financial Corp's iShares National Muni Bond ETF position peaked at $677K in Q2 2022.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.