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Gutierrez Wealth Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Gutierrez Wealth Advisory’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 		$5.48M Buy
51,606
+1,234
+2% +$133K 3.4% 12
2025
Q4 		$5.4M Buy
50,372
+1,176
+2% +$126K 3.39% 12
2025
Q3 		$5.24M Buy
49,196
+90
+0.2% +$9.42K 3.35% 11
2025
Q2 		$5.13M Buy
49,106
+18,419
+60% +$1.91M 3.44% 11
2025
Q1 		$3.24M Buy
30,687
+180
+0.6% +$19.1K 2.63% 14
2024
Q4 		$3.25M Buy
+30,507
New +$3.28M 2.68% 14

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

Gutierrez Wealth Advisory's MUB Position: Q1 2026 in Review

Gutierrez Wealth Advisory increased its iShares National Muni Bond ETF (MUB) stake by 2.4% in Q1 2026, buying an estimated $133K and bringing the position to 51,606 shares worth $5.48M. The position accounts for 3.4% of the portfolio, ranked #12.

Gutierrez Wealth Advisory first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Gutierrez Wealth Advisory held 51,606 shares of iShares National Muni Bond ETF worth $5.48M as of Q1 2026.
  • Gutierrez Wealth Advisory bought 1,234 iShares National Muni Bond ETF shares in Q1 2026, an estimated $133K.
  • iShares National Muni Bond ETF made up 3.4% of Gutierrez Wealth Advisory's portfolio in Q1 2026, its #12 holding.
  • Gutierrez Wealth Advisory first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.