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

Alliance Wealth Management 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 		$9.33M Buy
87,894
+3,328
+4% +$358K 2.04% 17
2025
Q4 		$9.06M Buy
84,566
+6,526
+8% +$699K 1.99% 17
2025
Q3 		$8.31M Buy
78,040
+6,058
+8% +$634K 1.85% 19
2025
Q2 		$7.52M Sell
71,982
-1,001
-1% -$104K 1.92% 18
2025
Q1 		$7.7M Buy
72,983
+193
+0.3% +$20.5K 2.07% 18
2024
Q4 		$7.76M Buy
72,790
+16,335
+29% +$1.75M 2.08% 17
2024
Q3 		$6.13M Sell
56,455
-1,995
-3% -$215K 1.63% 19
2024
Q2 		$6.23M Buy
58,450
+1,498
+3% +$160K 1.78% 18
2024
Q1 		$6.13M Buy
56,952
+1,426
+3% +$154K 1.8% 17
2023
Q4 		$6.02M Buy
+55,526
New +$5.8M 1.88% 16
2023
Q2 		$4.07M Buy
38,120
+1,867
+5% +$200K 1.32% 24
2023
Q1 		$3.91M Sell
36,253
-3,014
-8% -$322K 1.33% 23
2022
Q4 		$4.14M Buy
39,267
+6,588
+20% +$687K 1.52% 18
2022
Q3 		$3.35M Sell
32,679
-870
-3% -$92.5K 1.3% 22
2022
Q2 		$3.57M Buy
33,549
+290
+0.9% +$30.9K 1.32% 22
2022
Q1 		$3.65M Buy
33,259
+1,017
+3% +$115K 1.19% 22
2021
Q4 		$3.75M Sell
32,242
-182
-0.6% -$21.1K 1.16% 22
2021
Q3 		$3.77M Buy
32,424
+797
+3% +$93.4K 1.22% 22
2021
Q2 		$3.71M Buy
31,627
+7,875
+33% +$920K 1.23% 22
2021
Q1 		$2.76M Buy
23,752
+489
+2% +$57K 1.04% 22
2020
Q4 		$2.73M Buy
23,263
+664
+3% +$77.1K 1.07% 22
2020
Q3 		$2.62M Buy
22,599
+1,356
+6% +$158K 1.12% 21
2020
Q2 		$2.45M Sell
21,243
-2,375
-10% -$270K 1.12% 21
2020
Q1 		$2.67M Buy
23,618
+119
+0.5% +$13.6K 1.42% 20
2019
Q4 		$2.68M Buy
23,499
+2,376
+11% +$271K 1.19% 20
2019
Q3 		$2.41M Sell
21,123
-1,748
-8% -$199K 1.16% 19
2019
Q2 		$2.59M Buy
22,871
+644
+3% +$72.1K 1.27% 20
2019
Q1 		$2.47M Buy
22,227
+3,436
+18% +$377K 1.31% 19
2018
Q4 		$2.05M Buy
18,791
+4,932
+36% +$531K 1.22% 20
2018
Q3 		$1.5M Buy
13,859
+264
+2% +$28.7K 0.82% 26
2018
Q2 		$1.48M Sell
13,595
-2,341
-15% -$254K 0.86% 29
2018
Q1 		$1.74M Buy
15,936
+4,309
+37% +$470K 0.81% 29
2017
Q4 		$1.29M Sell
11,627
-11,627
-50% -$1.29M 0.64% 32
2017
Q3 		$2.58M Buy
23,254
+9,750
+72% +$1.08M 0.66% 31
2017
Q2 		$1.49M Sell
13,504
-1,525
-10% -$168K 0.83% 29
2017
Q1 		$1.64M Sell
15,029
-22,558
-60% -$2.45M 0.95% 27
2016
Q4 		$4.07M Sell
37,587
-51,382
-58% -$5.63M 2.99% 9
2016
Q3 		$10M Buy
+88,969
New +$10.1M 7.05% 5
2016
Q1 		– Sell
-11,240
Closed -$1.24M – 32
2015
Q4 		$1.24M Buy
+11,240
New +$1.23M 1.19% 14

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

Alliance Wealth Management Group's MUB Position: Q1 2026 in Review

Alliance Wealth Management Group increased its iShares National Muni Bond ETF (MUB) stake by 3.9% in Q1 2026, buying an estimated $358K and bringing the position to 87,894 shares worth $9.33M. The position accounts for 2.04% of the portfolio, ranked #17.

Alliance Wealth Management Group first reported a position in MUB in Q4 2015 and has held it in 39 quarters since. The position peaked at $10M in Q3 2016. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Alliance Wealth Management Group held 87,894 shares of iShares National Muni Bond ETF worth $9.33M as of Q1 2026.
  • Alliance Wealth Management Group bought 3,328 iShares National Muni Bond ETF shares in Q1 2026, an estimated $358K.
  • iShares National Muni Bond ETF made up 2.04% of Alliance Wealth Management Group's portfolio in Q1 2026, its #17 holding.
  • Alliance Wealth Management Group first reported a position in iShares National Muni Bond ETF in Q4 2015 and has held it in 39 quarters since.
  • Alliance Wealth Management Group's iShares National Muni Bond ETF position peaked at $10M in Q3 2016.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.