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

GeoWealth 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 		$461K Sell
4,341
-588
-12% -$63.2K 0.02% 487
2025
Q4 		$528K Buy
4,929
+51
+1% +$5.46K 0.02% 421
2025
Q3 		$519K Sell
4,878
-2,300
-32% -$241K 0.02% 442
2025
Q2 		$750K Sell
7,178
-1,885
-21% -$196K 0.03% 315
2025
Q1 		$956K Buy
9,063
+925
+11% +$98.4K 0.04% 280
2024
Q4 		$867K Buy
8,138
+3,091
+61% +$332K 0.03% 325
2024
Q3 		$548K Sell
5,047
-1,678
-25% -$181K 0.02% 448
2024
Q2 		$717K Sell
6,725
-951
-12% -$101K 0.03% 345
2024
Q1 		$826K Buy
7,676
+1,673
+28% +$181K 0.03% 332
2023
Q4 		$650K Buy
6,003
+1,784
+42% +$186K 0.05% 282
2023
Q3 		$434K Buy
4,219
+63
+2% +$6.64K 0.05% 214
2023
Q2 		$443K Buy
4,156
+2,675
+181% +$286K 0.05% 179
2023
Q1 		$160K Buy
1,481
+299
+25% +$31.9K 0.02% 219
2022
Q4 		$125K Buy
+1,182
New +$123K 0.01% 267
2019
Q4 		– Sell
-3,291
Closed -$376K – 165
2019
Q3 		$376K Buy
+3,291
New +$375K 0.08% 125

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

GeoWealth Management's MUB Position: Q1 2026 in Review

GeoWealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 12% in Q1 2026, selling an estimated $63.2K and leaving 4,341 shares worth $461K. The position accounts for 0.02% of the portfolio, ranked #487.

GeoWealth Management first reported a position in MUB in Q3 2019 and has held it in 15 quarters since. The position peaked at $956K in Q1 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • GeoWealth Management held 4,341 shares of iShares National Muni Bond ETF worth $461K as of Q1 2026.
  • GeoWealth Management sold 588 iShares National Muni Bond ETF shares in Q1 2026, an estimated $63.2K.
  • iShares National Muni Bond ETF made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #487 holding.
  • GeoWealth Management first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 15 quarters since.
  • GeoWealth Management's iShares National Muni Bond ETF position peaked at $956K in Q1 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.