ERWM
MUB icon

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

Elk River 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 		$1.42M Buy
13,411
+87
+0.7% +$9.35K 0.24% 49
2025
Q4 		$1.43M Buy
13,324
+8,991
+208% +$963K 0.23% 49
2025
Q3 		$461K Buy
+4,333
New +$453K 0.07% 73

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elk River Wealth Management's MUB Position: Q1 2026 in Review

Elk River Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.65% in Q1 2026, buying an estimated $9.35K and bringing the position to 13,411 shares worth $1.42M. The position accounts for 0.24% of the portfolio, ranked #49.

Elk River Wealth Management first reported a position in MUB in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Elk River Wealth Management held 13,411 shares of iShares National Muni Bond ETF worth $1.42M as of Q1 2026.
  • Elk River Wealth Management bought 87 iShares National Muni Bond ETF shares in Q1 2026, an estimated $9.35K.
  • iShares National Muni Bond ETF made up 0.24% of Elk River Wealth Management's portfolio in Q1 2026, its #49 holding.
  • Elk River Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Elk River Wealth Management's iShares National Muni Bond ETF position peaked at $1.43M in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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