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

Etesian Wealth Advisors’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	$784K	Sell	7,386 -62	-0.8%	-$6.67K	0.25%	77
2025 Q4	$798K	Sell	7,448 -3,519	-32%	-$377K	0.25%	80
2025 Q3	$1.17M	Sell	10,967 -447	-4%	-$46.8K	0.39%	64
2025 Q2	$1.19M	Sell	11,414 -3,123	-21%	-$325K	0.44%	60
2025 Q1	$1.53M	Hold	14,537	–	–	0.66%	45
2024 Q4	$1.55M	Sell	14,537 -5,491	-27%	-$590K	0.69%	40
2024 Q3	$2.18M	Sell	20,028 -988	-5%	-$106K	0.98%	26
2024 Q2	$2.24M	Sell	21,016 -1,167	-5%	-$124K	1.26%	22
2024 Q1	$2.39M	Sell	22,183 -1,479	-6%	-$160K	1.37%	19
2023 Q4	$2.57M	Buy	23,662 +149	+0.6%	+$15.6K	1.54%	18
2023 Q3	$2.41M	Sell	23,513 -960	-4%	-$101K	1.62%	16
2023 Q2	$2.61M	Buy	24,473 +46	+0.2%	+$4.92K	1.7%	14
2023 Q1	$2.63M	Sell	24,427 -7,544	-24%	-$806K	1.75%	14
2022 Q4	$3.37M	Buy	+31,971	New	+$3.33M	2.46%	7

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

Etesian Wealth Advisors's MUB Position: Q1 2026 in Review

Etesian Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.83% in Q1 2026, selling an estimated $6.67K and leaving 7,386 shares worth $784K. The position accounts for 0.25% of the portfolio, ranked #77.

Etesian Wealth Advisors first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.37M in Q4 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Etesian Wealth Advisors held 7,386 shares of iShares National Muni Bond ETF worth $784K as of Q1 2026.
Etesian Wealth Advisors sold 62 iShares National Muni Bond ETF shares in Q1 2026, an estimated $6.67K.
iShares National Muni Bond ETF made up 0.25% of Etesian Wealth Advisors's portfolio in Q1 2026, its #77 holding.
Etesian Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Etesian Wealth Advisors's iShares National Muni Bond ETF position peaked at $3.37M in Q4 2022.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.