Zacks Investment Management’s iShares National Muni Bond ETF MUB Stock Holding History

Zacks Investment Management’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	$408K	Sell	3,844 -72	-2%	-$7.74K	﹤0.01%	523
2025 Q4	$419K	Buy	3,916 +407	+12%	+$43.6K	﹤0.01%	533
2025 Q3	$374K	Buy	3,509 +274	+8%	+$28.7K	﹤0.01%	542
2025 Q2	$338K	Sell	3,235 -429	-12%	-$44.6K	﹤0.01%	537
2025 Q1	$386K	Buy	3,664 +170	+5%	+$18.1K	﹤0.01%	513
2024 Q4	$372K	Sell	3,494 -1	-0%	-$107	﹤0.01%	522
2024 Q3	$380K	Buy	3,495 +256	+8%	+$27.6K	﹤0.01%	522
2024 Q2	$345K	Sell	3,239 -182	-5%	-$19.4K	﹤0.01%	494
2024 Q1	$368K	Sell	3,421 -559	-14%	-$60.3K	﹤0.01%	515
2023 Q4	$431K	Sell	3,980 -1,644	-29%	-$172K	0.01%	484
2023 Q3	$577K	Buy	5,624 +489	+10%	+$51.6K	0.01%	439
2023 Q2	$548K	Buy	5,135 +1,763	+52%	+$188K	0.01%	450
2023 Q1	$363K	Buy	+3,372	New	+$360K	﹤0.01%	494
2022 Q4	–	Sell	-2,839	Closed	-$291K	–	643
2022 Q3	$291K	Sell	2,839 -1,444	-34%	-$154K	﹤0.01%	488
2022 Q2	$456K	Buy	4,283 +1,633	+62%	+$174K	0.01%	443
2022 Q1	$291K	Sell	2,650 -2,372	-47%	-$268K	﹤0.01%	523
2021 Q4	$584K	Sell	5,022 -522	-9%	-$60.6K	0.01%	434
2021 Q3	$644K	Buy	5,544 +2,743	+98%	+$322K	0.01%	422
2021 Q2	$328K	Buy	+2,801	New	+$327K	0.01%	506
2021 Q1	–	Sell	-1,713	Closed	-$201K	–	551
2020 Q4	$201K	Buy	+1,713	New	+$199K	﹤0.01%	503
2018 Q3	–	Sell	-6,228	Closed	-$679K	–	580
2018 Q2	$679K	Buy	6,228 +824	+15%	+$89.4K	0.01%	457
2018 Q1	$589K	Buy	5,404 +889	+20%	+$97K	0.01%	452
2017 Q4	$500K	Buy	4,515 +1,340	+42%	+$148K	0.01%	468
2017 Q3	$352K	Buy	3,175 +154	+5%	+$17.1K	0.01%	463
2017 Q2	$333K	Buy	3,021 +866	+40%	+$95.2K	0.01%	482
2017 Q1	$235K	Buy	+2,155	New	+$234K	0.01%	541
2016 Q4	–	Sell	-2,019	Closed	-$228K	–	696
2016 Q3	$228K	Buy	+2,019	New	+$229K	0.01%	557

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

Zacks Investment Management's MUB Position: Q1 2026 in Review

Zacks Investment Management reduced its iShares National Muni Bond ETF (MUB) stake by 1.8% in Q1 2026, selling an estimated $7.74K and leaving 3,844 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Zacks Investment Management first reported a position in MUB in Q3 2016 and has held it in 27 quarters since. The position peaked at $679K in Q2 2018. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Zacks Investment Management held 3,844 shares of iShares National Muni Bond ETF worth $408K as of Q1 2026.
Zacks Investment Management sold 72 iShares National Muni Bond ETF shares in Q1 2026, an estimated $7.74K.
iShares National Muni Bond ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #523 holding.
Zacks Investment Management first reported a position in iShares National Muni Bond ETF in Q3 2016 and has held it in 27 quarters since.
Zacks Investment Management's iShares National Muni Bond ETF position peaked at $679K in Q2 2018.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.