Tidal Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Tidal Investments’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	$6.3M	Buy	59,525 +19,565	+49%	+$2.1M	0.01%	724
2025 Q4	$4.28M	Hold	39,960	–	–	0.01%	702
2025 Q3	$4.24M	Buy	+39,960	New	+$4.18M	0.01%	636
2025 Q2	–	Sell	-3,280	Closed	-$345K	–	2012
2025 Q1	$345K	Sell	3,280 -10,705	-77%	-$1.14M	﹤0.01%	1494
2024 Q4	$1.49M	Sell	13,985 -64	-0.5%	-$6.88K	0.01%	822
2024 Q3	$1.52M	Buy	14,049 +2,986	+27%	+$322K	0.02%	782
2024 Q2	$1.18M	Buy	11,063 +4,039	+58%	+$430K	0.02%	804
2024 Q1	$756K	Sell	7,024 -2,332	-25%	-$252K	0.01%	1009
2023 Q4	$1.01M	Buy	+9,356	New	+$978K	0.02%	625
2022 Q2	–	Sell	-2,690	Closed	-$295K	–	1156
2022 Q1	$295K	Buy	+2,690	New	+$304K	0.01%	823
2020 Q3	–	Sell	-2,780	Closed	-$320K	–	294
2020 Q2	$320K	Hold	2,780	–	–	0.04%	212
2020 Q1	$314K	Sell	2,780 -2,250	-45%	-$257K	0.09%	158
2019 Q4	$572K	Hold	5,030	–	–	0.24%	93
2019 Q3	$573K	Buy	5,030 +530	+12%	+$60.5K	0.26%	87
2019 Q2	$508K	Buy	+4,500	New	+$504K	0.28%	81

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

Tidal Investments's MUB Position: Q1 2026 in Review

Tidal Investments increased its iShares National Muni Bond ETF (MUB) stake by 49% in Q1 2026, buying an estimated $2.1M and bringing the position to 59,525 shares worth $6.3M. The position accounts for 0.01% of the portfolio, ranked #724.

Tidal Investments first reported a position in MUB in Q2 2019 and has held it in 15 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Tidal Investments held 59,525 shares of iShares National Muni Bond ETF worth $6.3M as of Q1 2026.
Tidal Investments bought 19,565 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.1M.
iShares National Muni Bond ETF made up 0.01% of Tidal Investments's portfolio in Q1 2026, its #724 holding.
Tidal Investments first reported a position in iShares National Muni Bond ETF in Q2 2019 and has held it in 15 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.