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B.O.S.S. Retirement Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

B.O.S.S. Retirement Advisors’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
-10,933
Closed -$1.17M – 191
2025
Q4 		$1.17M Sell
10,933
-1,794
-14% -$192K 0.37% 57
2025
Q3 		$1.36M Buy
12,727
+1,694
+15% +$177K 0.32% 63
2025
Q2 		$1.15M Sell
11,033
-551
-5% -$57.3K 0.29% 70
2025
Q1 		$1.22M Buy
11,584
+3,996
+53% +$425K 0.35% 61
2024
Q4 		$808K Buy
7,588
+5,569
+276% +$598K 0.23% 93
2024
Q3 		$219K Buy
+2,019
New +$218K 0.04% 197
2024
Q1 		– Sell
-5,024
Closed -$545K – 195
2023
Q4 		$545K Buy
5,024
+195
+4% +$20.4K 0.11% 183
2023
Q3 		$495K Buy
4,829
+116
+2% +$12.2K 0.11% 189
2023
Q2 		$503K Buy
4,713
+483
+11% +$51.6K 0.11% 183
2023
Q1 		$456K Buy
4,230
+85
+2% +$9.08K 0.11% 175
2022
Q4 		$437K Buy
+4,145
New +$432K 0.11% 171

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

B.O.S.S. Retirement Advisors's MUB Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 10,933 shares — an estimated $1.17M sold.

B.O.S.S. Retirement Advisors first reported a position in MUB in Q4 2022 and held it in 11 quarters. The position peaked at $1.36M in Q3 2025. 1,629 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • B.O.S.S. Retirement Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 10,933 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.17M.
  • B.O.S.S. Retirement Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 11 quarters.
  • B.O.S.S. Retirement Advisors's iShares National Muni Bond ETF position peaked at $1.36M in Q3 2025.
  • 1,629 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.