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

Gateway 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	$3.75M	Buy	35,301 +28,145	+393%	+$3.03M	0.15%	167
2025 Q4	$766K	Buy	7,156 +1,171	+20%	+$125K	0.09%	219
2025 Q3	$637K	Buy	5,985 +1,528	+34%	+$160K	0.09%	216
2025 Q2	$466K	Sell	4,457 -123	-3%	-$12.8K	0.09%	207
2025 Q1	$483K	Buy	4,580 +1,666	+57%	+$177K	0.11%	184
2024 Q4	$310K	Buy	2,914 +58	+2%	+$6.23K	0.08%	225
2024 Q3	$310K	Buy	2,856 +534	+23%	+$57.5K	0.09%	208
2024 Q2	$247K	Sell	2,322 -241	-9%	-$25.7K	0.07%	228
2024 Q1	$276K	Buy	+2,563	New	+$277K	0.1%	182
2023 Q4	–	Sell	-2,983	Closed	-$306K	–	254
2023 Q3	$306K	Buy	+2,983	New	+$315K	0.06%	193

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 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 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return