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

Journey Strategic 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	$2.4M	Sell	22,616 -672	-3%	-$72.3K	0.06%	92
2025 Q4	$2.49M	Buy	23,288 +754	+3%	+$80.7K	0.07%	84
2025 Q3	$2.4M	Sell	22,534 -235	-1%	-$24.6K	0.07%	81
2025 Q2	$2.38M	Buy	22,769 +7,056	+45%	+$734K	0.08%	77
2025 Q1	$1.66M	Buy	15,713 +4,052	+35%	+$431K	0.06%	91
2024 Q4	$1.24M	Buy	11,661 +3,650	+46%	+$392K	0.05%	99
2024 Q3	$870K	Buy	8,011 +381	+5%	+$41.1K	0.03%	146
2024 Q2	$813K	Buy	7,630 +1,995	+35%	+$212K	0.03%	109
2024 Q1	$606K	Sell	5,635 -468	-8%	-$50.5K	0.03%	114
2023 Q4	$662K	Buy	+6,103	New	+$638K	0.03%	86

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

Journey Strategic Wealth's MUB Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 2.9% in Q1 2026, selling an estimated $72.3K and leaving 22,616 shares worth $2.4M. The position accounts for 0.06% of the portfolio, ranked #92.

Journey Strategic Wealth first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.49M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Journey Strategic Wealth held 22,616 shares of iShares National Muni Bond ETF worth $2.4M as of Q1 2026.
Journey Strategic Wealth sold 672 iShares National Muni Bond ETF shares in Q1 2026, an estimated $72.3K.
iShares National Muni Bond ETF made up 0.06% of Journey Strategic Wealth's portfolio in Q1 2026, its #92 holding.
Journey Strategic Wealth first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Journey Strategic Wealth's iShares National Muni Bond ETF position peaked at $2.49M in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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