Integrated Investment Consultants’s iShares National Muni Bond ETF MUB Stock Holding History

Integrated Investment Consultants’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	$490K	Buy	4,618 +51	+1%	+$5.48K	0.1%	127
2025 Q4	$489K	Buy	4,567 +94	+2%	+$10.1K	0.1%	139
2025 Q3	$476K	Buy	4,473 +93	+2%	+$9.73K	0.08%	152
2025 Q2	$458K	Buy	4,380 +220	+5%	+$22.9K	0.09%	149
2025 Q1	$439K	Hold	4,160	–	–	0.09%	175
2024 Q4	$443K	Hold	4,160	–	–	0.09%	171
2024 Q3	$452K	Sell	4,160 -331	-7%	-$35.7K	0.1%	157
2024 Q2	$483K	Hold	4,491	–	–	0.13%	127
2024 Q1	$483K	Hold	4,491	–	–	0.13%	127
2023 Q4	$487K	Buy	+4,491	New	+$469K	0.15%	124

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

Integrated Investment Consultants's MUB Position: Q1 2026 in Review

Integrated Investment Consultants increased its iShares National Muni Bond ETF (MUB) stake by 1.1% in Q1 2026, buying an estimated $5.48K and bringing the position to 4,618 shares worth $490K. The position accounts for 0.1% of the portfolio, ranked #127.

Integrated Investment Consultants first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Integrated Investment Consultants held 4,618 shares of iShares National Muni Bond ETF worth $490K as of Q1 2026.
Integrated Investment Consultants bought 51 iShares National Muni Bond ETF shares in Q1 2026, an estimated $5.48K.
iShares National Muni Bond ETF made up 0.1% of Integrated Investment Consultants's portfolio in Q1 2026, its #127 holding.
Integrated Investment Consultants first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.