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

Elevate Wealth Advisory’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	$503K	Sell	4,735 -1,368	-22%	-$147K	0.32%	49
2025 Q4	$654K	Hold	6,103	–	–	0.45%	37
2025 Q3	$650K	Buy	6,103 +286	+5%	+$29.9K	0.47%	34
2025 Q2	$608K	Buy	5,817 +25	+0.4%	+$2.6K	0.43%	40
2025 Q1	$611K	Hold	5,792	–	–	0.43%	42
2024 Q4	$617K	Buy	5,792 +118	+2%	+$12.7K	0.46%	38
2024 Q3	$616K	Hold	5,674	–	–	0.46%	38
2024 Q2	$605K	Buy	5,674 +25	+0.4%	+$2.66K	0.49%	35
2024 Q1	$608K	Buy	5,649 +1,588	+39%	+$171K	0.53%	32
2023 Q4	$440K	Buy	+4,061	New	+$424K	0.4%	35

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

Elevate Wealth Advisory's MUB Position: Q1 2026 in Review

Elevate Wealth Advisory reduced its iShares National Muni Bond ETF (MUB) stake by 22% in Q1 2026, selling an estimated $147K and leaving 4,735 shares worth $503K. The position accounts for 0.32% of the portfolio, ranked #49.

Elevate Wealth Advisory first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $654K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Elevate Wealth Advisory held 4,735 shares of iShares National Muni Bond ETF worth $503K as of Q1 2026.
Elevate Wealth Advisory sold 1,368 iShares National Muni Bond ETF shares in Q1 2026, an estimated $147K.
iShares National Muni Bond ETF made up 0.32% of Elevate Wealth Advisory's portfolio in Q1 2026, its #49 holding.
Elevate Wealth Advisory first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's iShares National Muni Bond ETF position peaked at $654K in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.