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

Defined 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	$217K	Buy	2,043 +15	+0.7%	+$1.61K	0.13%	108
2025 Q4	$217K	Buy	2,028 +123	+6%	+$13.2K	0.13%	108
2025 Q3	$203K	Sell	1,905 -191	-9%	-$20K	0.12%	105
2025 Q2	$219K	Buy	2,096 +32	+2%	+$3.33K	0.14%	106
2025 Q1	$218K	Buy	2,064 +72	+4%	+$7.66K	0.15%	104
2024 Q4	$212K	Buy	1,992 +97	+5%	+$10.4K	0.14%	105
2024 Q3	$206K	Buy	+1,895	New	+$204K	0.13%	107
2023 Q1	–	Sell	-3,076	Closed	-$325K	–	109
2022 Q4	$325K	Buy	+3,076	New	+$321K	0.31%	80

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

Defined Wealth Management's MUB Position: Q1 2026 in Review

Defined Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.74% in Q1 2026, buying an estimated $1.61K and bringing the position to 2,043 shares worth $217K. The position accounts for 0.13% of the portfolio, ranked #108.

Defined Wealth Management first reported a position in MUB in Q4 2022 and has held it in 8 quarters since. The position peaked at $325K in Q4 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Defined Wealth Management held 2,043 shares of iShares National Muni Bond ETF worth $217K as of Q1 2026.
Defined Wealth Management bought 15 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.61K.
iShares National Muni Bond ETF made up 0.13% of Defined Wealth Management's portfolio in Q1 2026, its #108 holding.
Defined Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 8 quarters since.
Defined Wealth Management's iShares National Muni Bond ETF position peaked at $325K in Q4 2022.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.