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

FAS Wealth Partners’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 		$1.98M Sell
18,620
-1,234
-6% -$133K 0.12% 133
2025
Q4 		$2.13M Buy
19,854
+1,606
+9% +$172K 0.14% 126
2025
Q3 		$1.94M Buy
18,248
+931
+5% +$97.4K 0.13% 128
2025
Q2 		$1.81M Sell
17,317
-914
-5% -$95K 0.13% 125
2025
Q1 		$1.92M Buy
18,231
+1,590
+10% +$169K 0.16% 117
2024
Q4 		$1.77M Buy
16,641
+97
+0.6% +$10.4K 0.15% 120
2024
Q3 		$1.8M Buy
16,544
+658
+4% +$70.9K 0.14% 123
2024
Q2 		$1.69M Buy
15,886
+486
+3% +$51.8K 0.15% 119
2024
Q1 		$1.66M Sell
15,400
-602
-4% -$65K 0.15% 121
2023
Q4 		$1.73M Sell
16,002
-44
-0.3% -$4.6K 0.16% 117
2023
Q3 		$1.65M Sell
16,046
-5,281
-25% -$557K 0.18% 108
2023
Q2 		$2.28M Sell
21,327
-1,101
-5% -$118K 0.29% 79
2023
Q1 		$2.42M Sell
22,428
-10,276
-31% -$1.1M 0.26% 83
2022
Q4 		$3.45M Buy
32,704
+14,136
+76% +$1.47M 0.39% 57
2022
Q3 		$1.91M Buy
18,568
+8,761
+89% +$931K 0.21% 85
2022
Q2 		$1.04M Sell
9,807
-6,348
-39% -$677K 0.11% 120
2022
Q1 		$1.77M Buy
16,155
+9
+0.1% +$1.02K 0.17% 87
2021
Q4 		$1.88M Buy
16,146
+1,927
+14% +$224K 0.17% 84
2021
Q3 		$1.65M Sell
14,219
-6,051
-30% -$709K 0.15% 89
2021
Q2 		$2.38M Sell
20,270
-1,827
-8% -$214K 0.22% 69
2021
Q1 		$2.56M Buy
22,097
+573
+3% +$66.8K 0.27% 62
2020
Q4 		$2.52M Buy
21,524
+2,147
+11% +$249K 0.29% 61
2020
Q3 		$2.25M Buy
19,377
+587
+3% +$68.2K 0.31% 62
2020
Q2 		$2.17M Buy
18,790
+100
+0.5% +$11.4K 0.32% 60
2020
Q1 		$2.11M Sell
18,690
-6,060
-24% -$692K 0.37% 55
2019
Q4 		$2.82M Buy
24,750
+5,930
+32% +$675K 0.47% 41
2019
Q3 		$2.15M Buy
18,820
+97
+0.5% +$11.1K 0.39% 47
2019
Q2 		$2.12M Sell
18,723
-915
-5% -$102K 0.39% 47
2019
Q1 		$2.18M Sell
19,638
-112
-0.6% -$12.3K 0.43% 47
2018
Q4 		$2.15M Sell
19,750
-10,687
-35% -$1.15M 0.49% 44
2018
Q3 		$3.29M Sell
30,437
-426
-1% -$46.3K 0.75% 28
2018
Q2 		$3.37M Buy
30,863
+1,802
+6% +$196K 0.9% 26
2018
Q1 		$3.17M Buy
29,061
+2,935
+11% +$320K 0.91% 25
2017
Q4 		$2.89M Buy
26,126
+3,571
+16% +$395K 0.76% 28
2017
Q3 		$2.5M Buy
22,555
+1,633
+8% +$181K 0.7% 30
2017
Q2 		$2.3M Buy
20,922
+323
+2% +$35.5K 0.69% 30
2017
Q1 		$2.24M Buy
20,599
+6,729
+49% +$730K 0.69% 28
2016
Q4 		$1.5M Buy
13,870
+1,364
+11% +$149K 0.44% 34
2016
Q3 		$1.41M Buy
12,506
+1,648
+15% +$187K 0.46% 32
2016
Q2 		$1.24M Buy
10,858
+8,986
+480% +$1.01M 0.46% 31
2016
Q1 		$209K Buy
+1,872
New +$208K 0.11% 114

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

FAS Wealth Partners's MUB Position: Q1 2026 in Review

FAS Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 6.2% in Q1 2026, selling an estimated $133K and leaving 18,620 shares worth $1.98M. The position accounts for 0.12% of the portfolio, ranked #133.

FAS Wealth Partners first reported a position in MUB in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.45M in Q4 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • FAS Wealth Partners held 18,620 shares of iShares National Muni Bond ETF worth $1.98M as of Q1 2026.
  • FAS Wealth Partners sold 1,234 iShares National Muni Bond ETF shares in Q1 2026, an estimated $133K.
  • iShares National Muni Bond ETF made up 0.12% of FAS Wealth Partners's portfolio in Q1 2026, its #133 holding.
  • FAS Wealth Partners first reported a position in iShares National Muni Bond ETF in Q1 2016 and has held it in 41 quarters since.
  • FAS Wealth Partners's iShares National Muni Bond ETF position peaked at $3.45M in Q4 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.