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

Exencial 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 		$6.91M Buy
65,130
+4,102
+7% +$441K 0.21% 113
2025
Q4 		$6.54M Buy
61,028
+210
+0.3% +$22.5K 0.21% 120
2025
Q3 		$6.48M Buy
60,818
+7,234
+14% +$757K 0.21% 119
2025
Q2 		$5.6M Sell
53,584
-7,084
-12% -$737K 0.2% 129
2025
Q1 		$6.4M Buy
60,668
+5,815
+11% +$618K 0.24% 120
2024
Q4 		$5.84M Sell
54,853
-1,168
-2% -$125K 0.21% 128
2024
Q3 		$6.09M Buy
56,021
+3,984
+8% +$429K 0.22% 119
2024
Q2 		$5.54M Buy
52,037
+7,426
+17% +$791K 0.21% 128
2024
Q1 		$4.8M Buy
44,611
+8,603
+24% +$928K 0.18% 132
2023
Q4 		$3.9M Buy
+36,008
New +$3.76M 0.16% 140

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

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

Exencial Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 6.7% in Q1 2026, buying an estimated $441K and bringing the position to 65,130 shares worth $6.91M. The position accounts for 0.21% of the portfolio, ranked #113.

Exencial Wealth Advisors first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Exencial Wealth Advisors held 65,130 shares of iShares National Muni Bond ETF worth $6.91M as of Q1 2026.
  • Exencial Wealth Advisors bought 4,102 iShares National Muni Bond ETF shares in Q1 2026, an estimated $441K.
  • iShares National Muni Bond ETF made up 0.21% of Exencial Wealth Advisors's portfolio in Q1 2026, its #113 holding.
  • Exencial Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.