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

Hamilton Wealth’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 		$1.24M Sell
11,703
-4,452
-28% -$479K 0.24% 47
2025
Q4 		$1.73M Buy
16,155
+2,728
+20% +$292K 0.33% 44
2025
Q3 		$1.43M Sell
13,427
-3,477
-21% -$364K 0.3% 46
2025
Q2 		$1.77M Sell
16,904
-2,555
-13% -$266K 0.39% 43
2025
Q1 		$2.05M Buy
19,459
+1,062
+6% +$113K 0.49% 35
2024
Q4 		$1.96M Sell
18,397
-6,834
-27% -$734K 0.48% 38
2024
Q3 		$2.74M Buy
25,231
+3,929
+18% +$423K 0.67% 37
2024
Q2 		$2.27M Sell
21,302
-7,912
-27% -$843K 0.61% 36
2024
Q1 		$3.14M Buy
29,214
+15,298
+110% +$1.65M 0.98% 32
2023
Q4 		$1.51M Sell
13,916
-967
-6% -$101K 0.47% 42
2023
Q3 		$1.53M Buy
14,883
+316
+2% +$33.3K 0.55% 36
2023
Q2 		$1.55M Buy
14,567
+2,603
+22% +$278K 0.54% 34
2023
Q1 		$1.29M Sell
11,964
-13,019
-52% -$1.39M 0.45% 38
2022
Q4 		$2.64M Buy
24,983
+15,275
+157% +$1.59M 1.07% 29
2022
Q3 		$996K Sell
9,708
-162,461
-94% -$17.3M 0.42% 44
2022
Q2 		$18.3M Buy
+172,169
New +$18.4M 7.17% 2
2022
Q1 		– Sell
-3,076
Closed -$358K – 85
2021
Q4 		$358K Hold
3,076
– – 0.16% 43
2021
Q3 		$357K Buy
3,076
+60
+2% +$7.03K 0.16% 37
2021
Q2 		$353K Buy
3,016
+125
+4% +$14.6K 0.16% 40
2021
Q1 		$336K Sell
2,891
-530
-15% -$61.8K 0.16% 44
2020
Q4 		$401K Buy
3,421
+680
+25% +$79K 0.21% 40
2020
Q3 		$318K Buy
2,741
+60
+2% +$6.97K 0.18% 46
2020
Q2 		$309K Buy
2,681
+150
+6% +$17K 0.18% 42
2020
Q1 		$286K Buy
+2,531
New +$289K 0.21% 32

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

Hamilton Wealth's MUB Position: Q1 2026 in Review

Hamilton Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 28% in Q1 2026, selling an estimated $479K and leaving 11,703 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #47.

Hamilton Wealth first reported a position in MUB in Q1 2020 and has held it in 24 quarters since. The position peaked at $18.3M in Q2 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Hamilton Wealth held 11,703 shares of iShares National Muni Bond ETF worth $1.24M as of Q1 2026.
  • Hamilton Wealth sold 4,452 iShares National Muni Bond ETF shares in Q1 2026, an estimated $479K.
  • iShares National Muni Bond ETF made up 0.24% of Hamilton Wealth's portfolio in Q1 2026, its #47 holding.
  • Hamilton Wealth first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Hamilton Wealth's iShares National Muni Bond ETF position peaked at $18.3M in Q2 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.