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

Element Wealth’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	$320K	Buy	3,015 +10	+0.3%	+$1.07K	0.13%	154
2025 Q4	$322K	Buy	3,005 +121	+4%	+$13K	0.13%	146
2025 Q3	$307K	Buy	2,884 +192	+7%	+$20.1K	0.13%	143
2025 Q2	$281K	Buy	2,692 +162	+6%	+$16.8K	0.13%	138
2025 Q1	$267K	Buy	+2,530	New	+$269K	0.14%	127
2022 Q4	–	Sell	-454	Closed	-$47K	–	212
2022 Q3	$47K	Buy	454 +3	+0.7%	+$319	0.04%	145
2022 Q2	$48K	Buy	451 +2	+0.4%	+$213	0.05%	141
2022 Q1	$49K	Buy	449 +1	+0.2%	+$113	0.04%	155
2021 Q4	$52K	Buy	448 +3	+0.7%	+$348	0.04%	139
2021 Q3	$52K	Buy	445 +1	+0.2%	+$117	0.04%	129
2021 Q2	$52K	Buy	444 +3	+0.7%	+$351	0.04%	125
2021 Q1	$51K	Buy	441 +1	+0.2%	+$117	0.04%	125
2020 Q4	$52K	Buy	440 +3	+0.7%	+$349	0.05%	121
2020 Q3	$51K	Buy	437 +2	+0.5%	+$232	0.05%	108
2020 Q2	$50K	Buy	+435	New	+$49.4K	0.06%	102
2020 Q1	–	Sell	-464	Closed	-$53K	–	126
2019 Q4	$53K	Buy	+464	New	+$52.9K	0.05%	89

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

Element Wealth's MUB Position: Q1 2026 in Review

Element Wealth increased its iShares National Muni Bond ETF (MUB) stake by 0.33% in Q1 2026, buying an estimated $1.07K and bringing the position to 3,015 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #154.

Element Wealth first reported a position in MUB in Q4 2019 and has held it in 16 quarters since. The position peaked at $322K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Element Wealth held 3,015 shares of iShares National Muni Bond ETF worth $320K as of Q1 2026.
Element Wealth bought 10 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.07K.
iShares National Muni Bond ETF made up 0.13% of Element Wealth's portfolio in Q1 2026, its #154 holding.
Element Wealth first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 16 quarters since.
Element Wealth's iShares National Muni Bond ETF position peaked at $322K in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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