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

Gibbs 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	$1.28M	Buy	12,074 +3,595	+42%	+$387K	0.17%	119
2025 Q4	$913K	Buy	8,479 +134	+2%	+$14.3K	0.22%	106
2025 Q3	$889K	Sell	8,345 -5,450	-40%	-$570K	0.2%	124
2025 Q2	$1.44M	Buy	13,795 +6,947	+101%	+$722K	0.28%	79
2025 Q1	$722K	Sell	6,848 -70	-1%	-$7.44K	0.17%	135
2024 Q4	$737K	Buy	6,918 +3,950	+133%	+$424K	0.2%	109
2024 Q3	$322K	Buy	2,968 +1,055	+55%	+$114K	0.1%	205
2024 Q2	$204K	Buy	+1,913	New	+$204K	0.08%	225

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gibbs Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 42% in Q1 2026, buying an estimated $387K and bringing the position to 12,074 shares worth $1.28M. The position accounts for 0.17% of the portfolio, ranked #119.

Gibbs Wealth Management first reported a position in MUB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.44M in Q2 2025. 1,634 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Gibbs Wealth Management held 12,074 shares of iShares National Muni Bond ETF worth $1.28M as of Q1 2026.
Gibbs Wealth Management bought 3,595 iShares National Muni Bond ETF shares in Q1 2026, an estimated $387K.
iShares National Muni Bond ETF made up 0.17% of Gibbs Wealth Management's portfolio in Q1 2026, its #119 holding.
Gibbs Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 8 quarters since.
Gibbs Wealth Management's iShares National Muni Bond ETF position peaked at $1.44M in Q2 2025.
1,634 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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