Dynamic Wealth Strategies’s iShares National Muni Bond ETF MUB Stock Holding History

Dynamic Wealth Strategies’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	$360K	Hold	3,394	–	–	0.21%	57
2025 Q4	$364K	Hold	3,394	–	–	0.22%	55
2025 Q3	$361K	Buy	3,394 +362	+12%	+$37.9K	0.24%	47
2025 Q2	$317K	Hold	3,032	–	–	0.23%	47
2025 Q1	$320K	Buy	3,032 +310	+11%	+$33K	0.27%	45
2024 Q4	$290K	Buy	2,722 +147	+6%	+$15.8K	0.26%	47
2024 Q3	$280K	Buy	2,575 +254	+11%	+$27.4K	0.23%	49
2024 Q2	$247K	Hold	2,321	–	–	0.21%	55
2024 Q1	$250K	Sell	2,321 -4,083	-64%	-$441K	0.21%	52
2023 Q4	$694K	Buy	+6,404	New	+$669K	0.64%	24

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

Dynamic Wealth Strategies's MUB Position: Q1 2026 in Review

Dynamic Wealth Strategies held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 3,394 shares worth $360K. The position accounts for 0.21% of the portfolio, ranked #57.

Dynamic Wealth Strategies first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $694K in Q4 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Dynamic Wealth Strategies held 3,394 shares of iShares National Muni Bond ETF worth $360K as of Q1 2026.
Dynamic Wealth Strategies left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.21% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #57 holding.
Dynamic Wealth Strategies first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's iShares National Muni Bond ETF position peaked at $694K in Q4 2023.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.