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

Tilson Financial Group’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 		$6.89M Buy
64,903
+240
+0.4% +$25.8K 2.07% 14
2025
Q4 		$6.93M Sell
64,663
-3,682
-5% -$394K 2.13% 14
2025
Q3 		$7.28M Buy
68,345
+14,415
+27% +$1.51M 2.39% 15
2025
Q2 		$5.63M Buy
53,930
+21,651
+67% +$2.25M 2.13% 15
2025
Q1 		$3.4M Buy
32,279
+1,129
+4% +$120K 1.35% 22
2024
Q4 		$3.32M Sell
31,150
-806
-3% -$86.6K 1.35% 22
2024
Q3 		$3.47M Buy
+31,956
New +$3.44M 1.5% 20
2024
Q2 		– Sell
-29,083
Closed -$3.13M – 56
2024
Q1 		$3.13M Buy
29,083
+944
+3% +$102K 1.68% 20
2023
Q4 		$3.05M Buy
28,139
+4,287
+18% +$448K 1.96% 19
2023
Q3 		$2.45M Buy
+23,852
New +$2.52M 1.92% 19
2023
Q2 		– Sell
-23,460
Closed -$2.53M – 46
2023
Q1 		$2.53M Sell
23,460
-1,643
-7% -$176K 2.06% 17
2022
Q4 		$2.65M Buy
+25,103
New +$2.62M 2.26% 17

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

Tilson Financial Group's MUB Position: Q1 2026 in Review

Tilson Financial Group increased its iShares National Muni Bond ETF (MUB) stake by 0.37% in Q1 2026, buying an estimated $25.8K and bringing the position to 64,903 shares worth $6.89M. The position accounts for 2.07% of the portfolio, ranked #14.

Tilson Financial Group first reported a position in MUB in Q4 2022 and has held it in 12 quarters since. The position peaked at $7.28M in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Tilson Financial Group held 64,903 shares of iShares National Muni Bond ETF worth $6.89M as of Q1 2026.
  • Tilson Financial Group bought 240 iShares National Muni Bond ETF shares in Q1 2026, an estimated $25.8K.
  • iShares National Muni Bond ETF made up 2.07% of Tilson Financial Group's portfolio in Q1 2026, its #14 holding.
  • Tilson Financial Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 12 quarters since.
  • Tilson Financial Group's iShares National Muni Bond ETF position peaked at $7.28M in Q3 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.