AWMNH
MUB icon

Arcadia Wealth Management (New Hampshire)’s iShares National Muni Bond ETF MUB Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 		– Sell
-25,605
Closed -$2.74M – 68
2025
Q4 		$2.74M Buy
25,605
+748
+3% +$80.1K 1.02% 21
2025
Q3 		$2.65M Sell
24,857
-1,386
-5% -$145K 1.05% 21
2025
Q2 		$2.74M Sell
26,243
-1,057
-4% -$110K 1.2% 18
2025
Q1 		$2.88M Buy
27,300
+110
+0.4% +$11.7K 1.42% 17
2024
Q4 		$2.9M Buy
27,190
+127
+0.5% +$13.6K 1.47% 17
2024
Q3 		$2.94M Buy
27,063
+2
+0% +$216 1.55% 18
2024
Q2 		$2.88M Buy
27,061
+1,930
+8% +$206K 1.65% 17
2024
Q1 		$2.7M Buy
25,131
+573
+2% +$61.8K 1.66% 15
2023
Q4 		$2.66M Buy
24,558
+120
+0.5% +$12.5K 1.85% 13
2023
Q3 		$2.51M Sell
24,438
-652
-3% -$68.8K 1.96% 14
2023
Q2 		$2.68M Sell
25,090
-12,491
-33% -$1.34M 1.98% 14
2023
Q1 		$4.05M Sell
37,581
-510
-1% -$54.5K 3.36% 9
2022
Q4 		$4.02M Buy
+38,091
New +$3.97M 3.53% 9

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s MUB Position: Q1 2026 in Review

Arcadia Wealth Management (New Hampshire) sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 25,605 shares — an estimated $2.74M sold.

Arcadia Wealth Management (New Hampshire) first reported a position in MUB in Q4 2022 and held it in 13 quarters. The position peaked at $4.05M in Q1 2023. 1,630 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Arcadia Wealth Management (New Hampshire) reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Arcadia Wealth Management (New Hampshire) sold 25,605 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.74M.
  • Arcadia Wealth Management (New Hampshire) first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 13 quarters.
  • Arcadia Wealth Management (New Hampshire)'s iShares National Muni Bond ETF position peaked at $4.05M in Q1 2023.
  • 1,630 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q1 2026, filed 27 Apr 2026.