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Consilio Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Consilio Wealth 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 		$1.27M Sell
11,986
-543
-4% -$58.4K 0.37% 34
2025
Q4 		$1.34M Sell
12,529
-115
-0.9% -$12.3K 0.39% 30
2025
Q3 		$1.35M Buy
12,644
+425
+3% +$44.5K 0.44% 28
2025
Q2 		$1.27M Sell
12,219
-2,721
-18% -$283K 0.45% 26
2025
Q1 		$1.58M Buy
14,940
+933
+7% +$99.2K 0.66% 19
2024
Q4 		$1.49M Buy
14,007
+800
+6% +$86K 0.61% 21
2024
Q3 		$1.43M Buy
13,207
+525
+4% +$56.6K 0.59% 22
2024
Q2 		$1.35M Sell
12,682
-138
-1% -$14.7K 0.61% 22
2024
Q1 		$1.38M Sell
12,820
-284
-2% -$30.6K 0.65% 20
2023
Q4 		$1.42M Sell
13,104
-5,021
-28% -$525K 0.72% 22
2023
Q3 		$1.84M Sell
18,125
-324
-2% -$34.2K 1.07% 18
2023
Q2 		$1.97M Sell
18,449
-181
-1% -$19.3K 1.08% 19
2023
Q1 		$2.01M Buy
18,630
+833
+5% +$89K 1.14% 21
2022
Q4 		$1.88M Buy
17,797
+992
+6% +$103K 1.2% 19
2022
Q3 		$1.72M Sell
16,805
-595
-3% -$63.3K 1.35% 18
2022
Q2 		$1.85M Buy
17,400
+1,517
+10% +$162K 1.5% 17
2022
Q1 		$1.74M Sell
15,883
-1,359
-8% -$153K 1.37% 14
2021
Q4 		$2M Buy
+17,242
New +$2M 1.56% 15

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Consilio Wealth Advisors's MUB Position: Q1 2026 in Review

Consilio Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 4.3% in Q1 2026, selling an estimated $58.4K and leaving 11,986 shares worth $1.27M. The position accounts for 0.37% of the portfolio, ranked #34.

Consilio Wealth Advisors first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.01M in Q1 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Consilio Wealth Advisors held 11,986 shares of iShares National Muni Bond ETF worth $1.27M as of Q1 2026.
  • Consilio Wealth Advisors sold 543 iShares National Muni Bond ETF shares in Q1 2026, an estimated $58.4K.
  • iShares National Muni Bond ETF made up 0.37% of Consilio Wealth Advisors's portfolio in Q1 2026, its #34 holding.
  • Consilio Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Consilio Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.01M in Q1 2023.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Consilio Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.