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

Bridge Generations 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	$13.2M	Buy	124,010 +28,804	+30%	+$3.1M	7.55%	4
2025 Q4	$10.2M	Buy	95,206 +34,344	+56%	+$3.68M	6.31%	4
2025 Q3	$6.48M	Buy	60,862 +15,506	+34%	+$1.62M	4.3%	8
2025 Q2	$4.74M	Buy	45,356 +8,895	+24%	+$925K	2.87%	11
2025 Q1	$3.84M	Buy	36,461 +966	+3%	+$103K	2.41%	13
2024 Q4	$3.78M	Buy	+35,495	New	+$3.81M	2.5%	11

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

Bridge Generations Wealth Management's MUB Position: Q1 2026 in Review

Bridge Generations Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 30% in Q1 2026, buying an estimated $3.1M and bringing the position to 124,010 shares worth $13.2M. The position accounts for 7.55% of the portfolio, ranked #4.

Bridge Generations Wealth Management first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Bridge Generations Wealth Management held 124,010 shares of iShares National Muni Bond ETF worth $13.2M as of Q1 2026.
Bridge Generations Wealth Management bought 28,804 iShares National Muni Bond ETF shares in Q1 2026, an estimated $3.1M.
iShares National Muni Bond ETF made up 7.55% of Bridge Generations Wealth Management's portfolio in Q1 2026, its #4 holding.
Bridge Generations Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.