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Financial Network Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Financial Network 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 		$879K Sell
8,286
-2,149
-21% -$231K 0.28% 46
2025
Q4 		$1.12M Hold
10,435
– – 0.34% 44
2025
Q3 		$1.12M Buy
+10,435
New +$1.09M 0.35% 43
2025
Q1 		$1.18M Sell
11,171
-186
-2% -$19.8K 0.42% 44
2024
Q4 		$1.21M Hold
11,357
– – 0.43% 43
2024
Q3 		$1.23M Buy
11,357
+58
+0.5% +$6.25K 0.44% 44
2024
Q2 		$1.2M Sell
11,299
-139
-1% -$14.8K 0.46% 42
2024
Q1 		$1.22M Sell
11,438
-2,165
-16% -$234K 0.58% 32
2023
Q4 		$1.47M Sell
13,603
-324
-2% -$33.9K 0.64% 30
2023
Q3 		$1.42M Hold
13,927
– – 0.69% 31
2023
Q2 		$1.49M Sell
13,927
-64
-0.5% -$6.84K 0.69% 30
2023
Q1 		$1.51M Hold
13,991
– – 0.75% 31
2022
Q4 		$1.48M Sell
13,991
-3,385
-19% -$353K 0.8% 31
2022
Q3 		$1.78M Buy
17,376
+498
+3% +$52.9K 1.11% 21
2022
Q2 		$1.79M Buy
16,878
+8,830
+110% +$942K 1.07% 20
2022
Q1 		$882K Hold
8,048
– – 0.46% 33
2021
Q4 		$936K Buy
8,048
+4,677
+139% +$543K 0.47% 32
2021
Q3 		$392K Buy
3,371
+69
+2% +$8.09K 0.22% 58
2021
Q2 		$387K Sell
3,302
-215
-6% -$25.1K 0.23% 58
2021
Q1 		$408K Sell
3,517
-60
-2% -$7K 0.27% 51
2020
Q4 		$419K Buy
+3,577
New +$416K 0.33% 45

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

Financial Network Wealth Management's MUB Position: Q1 2026 in Review

Financial Network Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 21% in Q1 2026, selling an estimated $231K and leaving 8,286 shares worth $879K. The position accounts for 0.28% of the portfolio, ranked #46.

Financial Network Wealth Management first reported a position in MUB in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.79M in Q2 2022. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Financial Network Wealth Management held 8,286 shares of iShares National Muni Bond ETF worth $879K as of Q1 2026.
  • Financial Network Wealth Management sold 2,149 iShares National Muni Bond ETF shares in Q1 2026, an estimated $231K.
  • iShares National Muni Bond ETF made up 0.28% of Financial Network Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Financial Network Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Financial Network Wealth Management's iShares National Muni Bond ETF position peaked at $1.79M in Q2 2022.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.