Godshalk Welsh Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Godshalk Welsh Capital 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	$1.23M	Sell	11,550 -700	-6%	-$75.3K	0.71%	49
2025 Q4	$1.31M	Buy	12,250 +975	+9%	+$104K	0.75%	41
2025 Q3	$1.2M	Hold	11,275	–	–	0.69%	46
2025 Q2	$1.18M	Hold	11,275	–	–	0.73%	44
2025 Q1	$1.19M	Buy	11,275 +350	+3%	+$37.2K	0.78%	45
2024 Q4	$1.16M	Buy	10,925 +1,975	+22%	+$212K	0.75%	43
2024 Q3	$972K	Buy	8,950 +1,850	+26%	+$199K	0.61%	54
2024 Q2	$757K	Buy	7,100 +750	+12%	+$79.9K	0.5%	63
2024 Q1	$683K	Buy	6,350 +1,375	+28%	+$148K	0.46%	65
2023 Q4	$539K	Buy	4,975 +250	+5%	+$26.1K	0.39%	75
2023 Q3	$485K	Buy	4,725 +500	+12%	+$52.7K	0.37%	76
2023 Q2	$451K	Buy	4,225 +1,225	+41%	+$131K	0.31%	84
2023 Q1	$323K	Buy	+3,000	New	+$321K	0.23%	96
2022 Q4	–	Sell	-2,350	Closed	-$241K	–	118
2022 Q3	$241K	Hold	2,350	–	–	0.18%	103
2022 Q2	$250K	Hold	2,350	–	–	0.18%	105
2022 Q1	$258K	Buy	2,350 +600	+34%	+$67.7K	0.16%	109
2021 Q4	$203K	Buy	+1,750	New	+$203K	0.12%	117

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

Godshalk Welsh Capital Management's MUB Position: Q1 2026 in Review

Godshalk Welsh Capital Management reduced its iShares National Muni Bond ETF (MUB) stake by 5.7% in Q1 2026, selling an estimated $75.3K and leaving 11,550 shares worth $1.23M. The position accounts for 0.71% of the portfolio, ranked #49.

Godshalk Welsh Capital Management first reported a position in MUB in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.31M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Godshalk Welsh Capital Management held 11,550 shares of iShares National Muni Bond ETF worth $1.23M as of Q1 2026.
Godshalk Welsh Capital Management sold 700 iShares National Muni Bond ETF shares in Q1 2026, an estimated $75.3K.
iShares National Muni Bond ETF made up 0.71% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #49 holding.
Godshalk Welsh Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 17 quarters since.
Godshalk Welsh Capital Management's iShares National Muni Bond ETF position peaked at $1.31M in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.