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

Grand 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 		$1.71M Sell
16,102
-2,118
-12% -$228K 0.8% 16
2025
Q4 		$1.95M Buy
18,220
+194
+1% +$20.8K 0.89% 15
2025
Q3 		$1.92M Buy
18,026
+405
+2% +$42.4K 0.93% 15
2025
Q2 		$1.84M Sell
17,621
-2,613
-13% -$272K 0.95% 15
2025
Q1 		$2.13M Sell
20,234
-579
-3% -$61.6K 1.17% 15
2024
Q4 		$2.22M Buy
20,813
+4,197
+25% +$451K 1.24% 16
2024
Q3 		$1.8M Buy
16,616
+552
+3% +$59.5K 1.02% 17
2024
Q2 		$1.71M Sell
16,064
-2,380
-13% -$253K 1.02% 16
2024
Q1 		$1.98M Buy
18,444
+993
+6% +$107K 0.95% 18
2023
Q4 		$1.89M Sell
17,451
-8,875
-34% -$927K 1.03% 18
2023
Q3 		$2.7M Buy
26,326
+4,921
+23% +$519K 1.65% 12
2023
Q2 		$2.28M Sell
21,405
-1,354
-6% -$145K 1.36% 18
2023
Q1 		$2.45M Sell
22,759
-7,344
-24% -$785K 1.47% 14
2022
Q4 		$3.18M Sell
30,103
-4,741
-14% -$494K 1.98% 11
2022
Q3 		$3.57M Buy
34,844
+9,554
+38% +$1.02M 1.88% 12
2022
Q2 		$2.69M Buy
25,290
+12,218
+93% +$1.3M 1.37% 13
2022
Q1 		$1.43M Buy
13,072
+3,431
+36% +$387K 0.67% 17
2021
Q4 		$1.12M Buy
+9,641
New +$1.12M 0.5% 18

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

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

Grand Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 12% in Q1 2026, selling an estimated $228K and leaving 16,102 shares worth $1.71M. The position accounts for 0.8% of the portfolio, ranked #16.

Grand Wealth Management first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.57M in Q3 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Grand Wealth Management held 16,102 shares of iShares National Muni Bond ETF worth $1.71M as of Q1 2026.
  • Grand Wealth Management sold 2,118 iShares National Muni Bond ETF shares in Q1 2026, an estimated $228K.
  • iShares National Muni Bond ETF made up 0.8% of Grand Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Grand Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Grand Wealth Management's iShares National Muni Bond ETF position peaked at $3.57M in Q3 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.