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Accel Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Accel Wealth 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
2025
Q4 		– Sell
-3,236
Closed -$345K – 290
2025
Q3 		$345K Sell
3,236
-223
-6% -$23.3K 0.1% 187
2025
Q2 		$361K Sell
3,459
-813
-19% -$84.5K 0.12% 173
2025
Q1 		$450K Sell
4,272
-1,291
-23% -$137K 0.16% 134
2024
Q4 		$593K Sell
5,563
-7
-0.1% -$752 0.22% 113
2024
Q3 		$605K Buy
+5,570
New +$600K 0.23% 116
2023
Q2 		– Sell
-875
Closed -$94.3K – 607
2023
Q1 		$94.3K Sell
875
-203
-19% -$21.7K 0.04% 348
2022
Q4 		$114K Sell
1,078
-2,381
-69% -$248K 0.05% 224
2022
Q3 		$358K Sell
3,459
-59
-2% -$6.27K 0.19% 109
2022
Q2 		$378K Buy
3,518
+170
+5% +$18.1K 0.22% 94
2022
Q1 		$366K Buy
3,348
+10
+0.3% +$1.13K 0.19% 97
2021
Q4 		$388K Buy
3,338
+2,002
+150% +$232K 0.19% 95
2021
Q3 		$155K Buy
1,336
+487
+57% +$57.1K 0.1% 164
2021
Q2 		$99K Buy
849
+253
+42% +$29.6K 0.07% 236
2021
Q1 		$69K Buy
596
+71
+14% +$8.28K 0.06% 267
2020
Q4 		$62K Buy
+525
New +$61K 0.06% 258

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Accel Wealth Management's MUB Position: Q4 2025 in Review

Accel Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q4 2025, closing a stake of 3,236 shares — an estimated $345K sold.

Accel Wealth Management first reported a position in MUB in Q4 2020 and held it in 15 quarters. The position peaked at $605K in Q3 2024. 1,627 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

  • Accel Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Accel Wealth Management sold 3,236 iShares National Muni Bond ETF shares in Q4 2025, an estimated $345K.
  • Accel Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 15 quarters.
  • Accel Wealth Management's iShares National Muni Bond ETF position peaked at $605K in Q3 2024.
  • 1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on Accel Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.