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

Aprio 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
2026 Q1	$265K	Sell	2,498 -273	-10%	-$29.4K	0.01%	519
2025 Q4	$297K	Buy	2,771 +3	+0.1%	+$321	0.02%	439
2025 Q3	$295K	Buy	2,768 +23	+0.8%	+$2.41K	0.03%	334
2025 Q2	$287K	Sell	2,745 -953	-26%	-$99.1K	0.03%	300
2025 Q1	$390K	Buy	+3,698	New	+$393K	0.05%	216
2022 Q1	–	Sell	-1,792	Closed	-$208K	–	92
2021 Q4	$208K	Sell	1,792 -80	-4%	-$9.29K	0.09%	69
2021 Q3	$217K	Sell	1,872 -100	-5%	-$11.7K	0.1%	66
2021 Q2	$231K	Buy	+1,972	New	+$230K	0.11%	58
2020 Q4	$239K	Sell	2,039 -21	-1%	-$2.44K	0.16%	45
2020 Q3	$239K	Buy	2,060 +21	+1%	+$2.44K	0.17%	59
2020 Q2	$235K	Buy	+2,039	New	+$231K	0.23%	57

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

Aprio Wealth Management's MUB Position: Q1 2026 in Review

Aprio Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 9.9% in Q1 2026, selling an estimated $29.4K and leaving 2,498 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #519.

Aprio Wealth Management first reported a position in MUB in Q2 2020 and has held it in 11 quarters since. The position peaked at $390K in Q1 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Aprio Wealth Management held 2,498 shares of iShares National Muni Bond ETF worth $265K as of Q1 2026.
Aprio Wealth Management sold 273 iShares National Muni Bond ETF shares in Q1 2026, an estimated $29.4K.
iShares National Muni Bond ETF made up 0.01% of Aprio Wealth Management's portfolio in Q1 2026, its #519 holding.
Aprio Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 11 quarters since.
Aprio Wealth Management's iShares National Muni Bond ETF position peaked at $390K in Q1 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.