Joel Adams & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Joel Adams & Associates’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	$2.78M	Sell	26,206 -795	-3%	-$85.5K	2.07%	11
2025 Q4	$2.89M	Sell	27,001 -2,718	-9%	-$291K	2.17%	10
2025 Q3	$3.16M	Buy	29,719 +5,637	+23%	+$590K	2.55%	10
2025 Q2	$2.52M	Sell	24,082 -6,131	-20%	-$637K	2.23%	9
2025 Q1	$3.19M	Sell	30,213 -629	-2%	-$66.9K	2.87%	8
2024 Q4	$3.29M	Buy	+30,842	New	+$3.31M	2.99%	8

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

Joel Adams & Associates's MUB Position: Q1 2026 in Review

Joel Adams & Associates reduced its iShares National Muni Bond ETF (MUB) stake by 2.9% in Q1 2026, selling an estimated $85.5K and leaving 26,206 shares worth $2.78M. The position accounts for 2.07% of the portfolio, ranked #11.

Joel Adams & Associates first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.29M in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Joel Adams & Associates held 26,206 shares of iShares National Muni Bond ETF worth $2.78M as of Q1 2026.
Joel Adams & Associates sold 795 iShares National Muni Bond ETF shares in Q1 2026, an estimated $85.5K.
iShares National Muni Bond ETF made up 2.07% of Joel Adams & Associates's portfolio in Q1 2026, its #11 holding.
Joel Adams & Associates first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Joel Adams & Associates's iShares National Muni Bond ETF position peaked at $3.29M in Q4 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.