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

Univest 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	$15.3M	Buy	143,747 +6,608	+5%	+$710K	0.86%	25
2025 Q4	$14.7M	Sell	137,139 -304	-0.2%	-$32.5K	0.78%	28
2025 Q3	$14.6M	Buy	137,443 +3,016	+2%	+$316K	0.82%	26
2025 Q2	$14M	Buy	134,427 +4,527	+3%	+$471K	0.84%	24
2025 Q1	$13.7M	Buy	129,900 +23,733	+22%	+$2.52M	0.89%	25
2024 Q4	$11.3M	Buy	106,167 +10,118	+11%	+$1.09M	0.71%	34
2024 Q3	$10.4M	Buy	+96,049	New	+$10.4M	0.69%	38

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

Univest Financial's MUB Position: Q1 2026 in Review

Univest Financial increased its iShares National Muni Bond ETF (MUB) stake by 4.8% in Q1 2026, buying an estimated $710K and bringing the position to 143,747 shares worth $15.3M. The position accounts for 0.86% of the portfolio, ranked #25.

Univest Financial first reported a position in MUB in Q3 2024 and has held it in 7 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Univest Financial held 143,747 shares of iShares National Muni Bond ETF worth $15.3M as of Q1 2026.
Univest Financial bought 6,608 iShares National Muni Bond ETF shares in Q1 2026, an estimated $710K.
iShares National Muni Bond ETF made up 0.86% of Univest Financial's portfolio in Q1 2026, its #25 holding.
Univest Financial first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.