Conscious Wealth Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Conscious Wealth Investments’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	$620K	Buy	5,798 +106	+2%	+$11.4K	0.35%	46
2025 Q4	$614K	Sell	5,692 -63	-1%	-$6.75K	0.37%	47
2025 Q3	$619K	Buy	5,755 +558	+11%	+$58.4K	0.37%	44
2025 Q2	$540K	Sell	5,197 -68	-1%	-$7.07K	0.34%	44
2025 Q1	$549K	Sell	5,265 -368	-7%	-$39.1K	0.38%	41
2024 Q4	$598K	Sell	5,633 -1,508	-21%	-$162K	0.41%	40
2024 Q3	$762K	Sell	7,141 -24	-0.3%	-$2.59K	0.52%	39
2024 Q2	$769K	Sell	7,165 -2,287	-24%	-$244K	0.55%	39
2024 Q1	$1M	Sell	9,452 -1,628	-15%	-$176K	0.76%	38
2023 Q4	$1.19M	Buy	+11,080	New	+$1.16M	0.95%	38

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

Conscious Wealth Investments's MUB Position: Q1 2026 in Review

Conscious Wealth Investments increased its iShares National Muni Bond ETF (MUB) stake by 1.9% in Q1 2026, buying an estimated $11.4K and bringing the position to 5,798 shares worth $620K. The position accounts for 0.35% of the portfolio, ranked #46.

Conscious Wealth Investments first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2023. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Conscious Wealth Investments held 5,798 shares of iShares National Muni Bond ETF worth $620K as of Q1 2026.
Conscious Wealth Investments bought 106 iShares National Muni Bond ETF shares in Q1 2026, an estimated $11.4K.
iShares National Muni Bond ETF made up 0.35% of Conscious Wealth Investments's portfolio in Q1 2026, its #46 holding.
Conscious Wealth Investments first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Conscious Wealth Investments's iShares National Muni Bond ETF position peaked at $1.19M in Q4 2023.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Conscious Wealth Investments's 13F filing for Q1 2026, filed 23 Apr 2026.