LeConte Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

LeConte Wealth Management’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	$1.49M	Buy	14,079 +383	+3%	+$41.2K	0.97%	22
2025 Q4	$1.47M	Buy	13,696 +2,080	+18%	+$223K	0.96%	19
2025 Q3	$1.24M	Buy	11,616 +4,208	+57%	+$440K	0.83%	21
2025 Q2	$774K	Buy	7,408 +4,483	+153%	+$466K	0.52%	27
2025 Q1	$308K	Buy	+2,925	New	+$311K	0.2%	41

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

LeConte Wealth Management's MUB Position: Q1 2026 in Review

LeConte Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 2.8% in Q1 2026, buying an estimated $41.2K and bringing the position to 14,079 shares worth $1.49M. The position accounts for 0.97% of the portfolio, ranked #22.

LeConte Wealth Management first reported a position in MUB in Q1 2025 and has held it in 5 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

LeConte Wealth Management held 14,079 shares of iShares National Muni Bond ETF worth $1.49M as of Q1 2026.
LeConte Wealth Management bought 383 iShares National Muni Bond ETF shares in Q1 2026, an estimated $41.2K.
iShares National Muni Bond ETF made up 0.97% of LeConte Wealth Management's portfolio in Q1 2026, its #22 holding.
LeConte Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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