Discipline Wealth Solutions’s iShares National Muni Bond ETF MUB Stock Holding History

Discipline Wealth Solutions’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	$674K	Sell	6,349 -226	-3%	-$24.3K	0.07%	96
2025 Q4	$704K	Sell	6,575 -560	-8%	-$60K	0.13%	88
2025 Q3	$760K	Buy	7,135 +712	+11%	+$74.5K	0.2%	74
2025 Q2	$671K	Buy	6,423 +2,729	+74%	+$284K	0.26%	50
2025 Q1	$390K	Sell	3,694 -68	-2%	-$7.23K	0.19%	53
2024 Q4	$401K	Buy	+3,762	New	+$404K	0.19%	55

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

Discipline Wealth Solutions's MUB Position: Q1 2026 in Review

Discipline Wealth Solutions reduced its iShares National Muni Bond ETF (MUB) stake by 3.4% in Q1 2026, selling an estimated $24.3K and leaving 6,349 shares worth $674K. The position accounts for 0.07% of the portfolio, ranked #96.

Discipline Wealth Solutions first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $760K in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Discipline Wealth Solutions held 6,349 shares of iShares National Muni Bond ETF worth $674K as of Q1 2026.
Discipline Wealth Solutions sold 226 iShares National Muni Bond ETF shares in Q1 2026, an estimated $24.3K.
iShares National Muni Bond ETF made up 0.07% of Discipline Wealth Solutions's portfolio in Q1 2026, its #96 holding.
Discipline Wealth Solutions first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Discipline Wealth Solutions's iShares National Muni Bond ETF position peaked at $760K in Q3 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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