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

FLP 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	$1.01M	Sell	9,516 -10,678	-53%	-$1.15M	2.08%	16
2025 Q4	$2.16M	Buy	20,194 +4,665	+30%	+$499K	5.12%	3
2025 Q3	$1.65M	Sell	15,529 -2,275	-13%	-$238K	4.66%	4
2025 Q2	$1.86M	Buy	17,804 +2,800	+19%	+$291K	5.22%	2
2025 Q1	$1.58M	Buy	15,004 +912	+6%	+$97K	5.03%	2
2024 Q4	$1.5M	Buy	+14,092	New	+$1.51M	3.84%	2

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

FLP Wealth Management's MUB Position: Q1 2026 in Review

FLP Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 53% in Q1 2026, selling an estimated $1.15M and leaving 9,516 shares worth $1.01M. The position accounts for 2.08% of the portfolio, ranked #16.

FLP Wealth Management first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.16M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

FLP Wealth Management held 9,516 shares of iShares National Muni Bond ETF worth $1.01M as of Q1 2026.
FLP Wealth Management sold 10,678 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.15M.
iShares National Muni Bond ETF made up 2.08% of FLP Wealth Management's portfolio in Q1 2026, its #16 holding.
FLP Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
FLP Wealth Management's iShares National Muni Bond ETF position peaked at $2.16M in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.