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

Gen-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 		$2.84M Buy
26,759
+1,828
+7% +$197K 0.9% 23
2025
Q4 		$2.67M Buy
24,931
+6,944
+39% +$743K 0.86% 23
2025
Q3 		$1.92M Sell
17,987
-4,013
-18% -$420K 0.65% 35
2025
Q2 		$2.3M Buy
22,000
+2,934
+15% +$305K 0.89% 19
2025
Q1 		$2.01M Buy
19,066
+4,791
+34% +$510K 0.84% 24
2024
Q4 		$1.52M Buy
14,275
+1,034
+8% +$111K 0.65% 31
2024
Q3 		$1.42M Sell
13,241
-99
-0.7% -$10.7K 0.62% 31
2024
Q2 		$1.42M Buy
13,340
+41
+0.3% +$4.37K 0.69% 29
2024
Q1 		$1.43M Buy
+13,299
New +$1.44M 0.71% 32

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Gen-Wealth Partners's MUB Position: Q1 2026 in Review

Gen-Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 7.3% in Q1 2026, buying an estimated $197K and bringing the position to 26,759 shares worth $2.84M. The position accounts for 0.9% of the portfolio, ranked #23.

Gen-Wealth Partners first reported a position in MUB in Q1 2024 and has held it in 9 quarters since. 1,626 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Gen-Wealth Partners held 26,759 shares of iShares National Muni Bond ETF worth $2.84M as of Q1 2026.
  • Gen-Wealth Partners bought 1,828 iShares National Muni Bond ETF shares in Q1 2026, an estimated $197K.
  • iShares National Muni Bond ETF made up 0.9% of Gen-Wealth Partners's portfolio in Q1 2026, its #23 holding.
  • Gen-Wealth Partners first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,626 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.