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

Icon 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	$24.6M	Buy	229,796 +11,578	+5%	+$1.24M	1.6%	16
2025 Q4	$23.4M	Sell	218,218 -4,902	-2%	-$525K	1.56%	16
2025 Q3	$23.8M	Sell	223,120 -50,446	-18%	-$5.28M	1.61%	15
2025 Q2	$28.6M	Buy	273,566 +38,286	+16%	+$3.98M	2.04%	10
2025 Q1	$24.8M	Sell	235,280 -2,627	-1%	-$279K	2.04%	11
2024 Q4	$25.3M	Sell	237,907 -13,941	-6%	-$1.5M	2.09%	11
2024 Q3	$27.4M	Sell	251,848 -518	-0.2%	-$55.8K	2.28%	11
2024 Q2	$27.2M	Buy	252,366 +9,376	+4%	+$999K	2.42%	9
2024 Q1	$26.1M	Sell	242,990 -3,872	-2%	-$418K	2.43%	6
2023 Q4	$26.8M	Buy	+246,862	New	+$25.8M	2.79%	5
2022 Q4	$19.1M	Sell	180,650 -26,456	-13%	-$2.76M	2.19%	9
2022 Q3	$21.2M	Buy	+207,106	New	+$22M	2.58%	4

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

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

Icon Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 5.3% in Q1 2026, buying an estimated $1.24M and bringing the position to 229,796 shares worth $24.6M. The position accounts for 1.6% of the portfolio, ranked #16.

Icon Wealth Advisors first reported a position in MUB in Q3 2022 and has held it in 12 quarters since. The position peaked at $28.6M in Q2 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Icon Wealth Advisors held 229,796 shares of iShares National Muni Bond ETF worth $24.6M as of Q1 2026.
Icon Wealth Advisors bought 11,578 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.24M.
iShares National Muni Bond ETF made up 1.6% of Icon Wealth Advisors's portfolio in Q1 2026, its #16 holding.
Icon Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's iShares National Muni Bond ETF position peaked at $28.6M in Q2 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.