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

Hilltop Wealth Advisors’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	$374K	Hold	3,522	–	–	0.22%	38
2025 Q4	$377K	Hold	3,522	–	–	0.19%	39
2025 Q3	$375K	Hold	3,522	–	–	0.2%	38
2025 Q2	$368K	Sell	3,522 -778	-18%	-$80.9K	0.21%	37
2025 Q1	$453K	Sell	4,300 -594	-12%	-$63.2K	0.26%	36
2024 Q4	$521K	Sell	4,894 -2,005	-29%	-$215K	0.26%	33
2024 Q3	$749K	Buy	6,899 +3,242	+89%	+$349K	0.35%	32
2024 Q2	$390K	Hold	3,657	–	–	0.2%	38
2024 Q1	$393K	Hold	3,657	–	–	0.2%	38
2023 Q4	$396K	Buy	+3,657	New	+$382K	0.23%	32
2022 Q1	–	Sell	-124,851	Closed	-$14.5M	–	36
2021 Q4	$14.5M	Sell	124,851 -51,042	-29%	-$5.93M	10.08%	3
2021 Q3	$20.4M	Buy	175,893 +9,939	+6%	+$1.17M	14.35%	2
2021 Q2	$19.4M	Buy	165,954 +3,829	+2%	+$447K	13.76%	2
2021 Q1	$18.8M	Buy	162,125 +11,101	+7%	+$1.29M	14.39%	2
2020 Q4	$17.7M	Buy	151,024 +8,206	+6%	+$953K	15.76%	2
2020 Q3	$16.6M	Buy	142,818 +18,940	+15%	+$2.2M	16.77%	2
2020 Q2	$14.3M	Buy	123,878 +121,274	+4,657%	+$13.8M	15.65%	2
2020 Q1	$294K	Hold	2,604	–	–	0.36%	17
2019 Q4	$297K	Buy	+2,604	New	+$297K	0.31%	22

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

Hilltop Wealth Advisors's MUB Position: Q1 2026 in Review

Hilltop Wealth Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 3,522 shares worth $374K. The position accounts for 0.22% of the portfolio, ranked #38.

Hilltop Wealth Advisors first reported a position in MUB in Q4 2019 and has held it in 19 quarters since. The position peaked at $20.4M in Q3 2021. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Hilltop Wealth Advisors held 3,522 shares of iShares National Muni Bond ETF worth $374K as of Q1 2026.
Hilltop Wealth Advisors left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.22% of Hilltop Wealth Advisors's portfolio in Q1 2026, its #38 holding.
Hilltop Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 19 quarters since.
Hilltop Wealth Advisors's iShares National Muni Bond ETF position peaked at $20.4M in Q3 2021.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.