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

Founders Grove 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	$1.09M	Buy	10,299 +246	+2%	+$26.4K	0.25%	76
2025 Q4	$1.08M	Buy	10,053 +1,191	+13%	+$128K	0.24%	76
2025 Q3	$944K	Sell	8,862 -4,759	-35%	-$498K	0.22%	78
2025 Q2	$1.42M	Sell	13,621 -6,819	-33%	-$709K	0.36%	55
2025 Q1	$2.16M	Buy	20,440 +3,346	+20%	+$356K	0.6%	43
2024 Q4	$1.82M	Buy	+17,094	New	+$1.84M	0.53%	47

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

Founders Grove Wealth Partners's MUB Position: Q1 2026 in Review

Founders Grove Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 2.4% in Q1 2026, buying an estimated $26.4K and bringing the position to 10,299 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #76.

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

Founders Grove Wealth Partners held 10,299 shares of iShares National Muni Bond ETF worth $1.09M as of Q1 2026.
Founders Grove Wealth Partners bought 246 iShares National Muni Bond ETF shares in Q1 2026, an estimated $26.4K.
iShares National Muni Bond ETF made up 0.25% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #76 holding.
Founders Grove Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Founders Grove Wealth Partners's iShares National Muni Bond ETF position peaked at $2.16M in Q1 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.