Code Waechter’s iShares National Muni Bond ETF MUB Stock Holding History

Code Waechter’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	$1M	Sell	9,454 -1,125	-11%	-$121K	0.6%	35
2025 Q4	$1.13M	Buy	10,579 +1,125	+12%	+$120K	0.73%	26
2025 Q3	$1.01M	Buy	9,454 +130	+1%	+$13.6K	0.66%	27
2025 Q2	$974K	Sell	9,324 -2,800	-23%	-$291K	0.69%	24
2025 Q1	$1.28M	Buy	12,124 +2,800	+30%	+$298K	1.05%	20
2024 Q4	$993K	Hold	9,324	–	–	0.87%	27
2024 Q3	$1.01M	Buy	+9,324	New	+$1M	0.97%	25

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

Code Waechter's MUB Position: Q1 2026 in Review

Code Waechter reduced its iShares National Muni Bond ETF (MUB) stake by 11% in Q1 2026, selling an estimated $121K and leaving 9,454 shares worth $1M. The position accounts for 0.6% of the portfolio, ranked #35.

Code Waechter first reported a position in MUB in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q1 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Code Waechter held 9,454 shares of iShares National Muni Bond ETF worth $1M as of Q1 2026.
Code Waechter sold 1,125 iShares National Muni Bond ETF shares in Q1 2026, an estimated $121K.
iShares National Muni Bond ETF made up 0.6% of Code Waechter's portfolio in Q1 2026, its #35 holding.
Code Waechter first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 7 quarters since.
Code Waechter's iShares National Muni Bond ETF position peaked at $1.28M in Q1 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Code Waechter's 13F filing for Q1 2026, filed 15 Apr 2026.