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

Argonautica Private 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	$585K	Sell	5,512 -1,131	-17%	-$122K	0.18%	112
2025 Q4	$712K	Hold	6,643	–	–	0.21%	85
2025 Q3	$707K	Buy	6,643 +61	+0.9%	+$6.38K	0.21%	89
2025 Q2	$688K	Sell	6,582 -1,292	-16%	-$134K	0.22%	91
2025 Q1	$830K	Buy	7,874 +3,538	+82%	+$376K	0.29%	75
2024 Q4	$462K	Sell	4,336 -847	-16%	-$91K	0.15%	118
2024 Q3	$563K	Sell	5,183 -187	-3%	-$20.2K	0.19%	104
2024 Q2	$572K	Buy	5,370 +95	+2%	+$10.1K	0.2%	102
2024 Q1	$568K	Buy	5,275 +222	+4%	+$24K	0.2%	99
2023 Q4	$548K	Hold	5,053	–	–	0.22%	89
2023 Q3	$518K	Buy	5,053 +70	+1%	+$7.38K	0.23%	86
2023 Q2	$532K	Sell	4,983 -158	-3%	-$16.9K	0.24%	80
2023 Q1	$554K	Buy	+5,141	New	+$549K	0.28%	75

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

Argonautica Private Wealth Management's MUB Position: Q1 2026 in Review

Argonautica Private Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 17% in Q1 2026, selling an estimated $122K and leaving 5,512 shares worth $585K. The position accounts for 0.18% of the portfolio, ranked #112.

Argonautica Private Wealth Management first reported a position in MUB in Q1 2023 and has held it in 13 quarters since. The position peaked at $830K in Q1 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Argonautica Private Wealth Management held 5,512 shares of iShares National Muni Bond ETF worth $585K as of Q1 2026.
Argonautica Private Wealth Management sold 1,131 iShares National Muni Bond ETF shares in Q1 2026, an estimated $122K.
iShares National Muni Bond ETF made up 0.18% of Argonautica Private Wealth Management's portfolio in Q1 2026, its #112 holding.
Argonautica Private Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
Argonautica Private Wealth Management's iShares National Muni Bond ETF position peaked at $830K in Q1 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.