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Leo Wealth LLC’s iShares National Muni Bond ETF MUB Stock Holding History

Leo Wealth LLC’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 		$350K Sell
3,294
-7,049
-68% -$758K 0.03% 324
2025
Q4 		$1.11M Buy
+10,343
New +$1.11M 0.08% 171
2025
Q3 		– Sell
-2,758
Closed -$288K – 360
2025
Q2 		$288K Buy
+2,758
New +$287K 0.02% 319

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leo Wealth LLC's MUB Position: Q1 2026 in Review

Leo Wealth LLC reduced its iShares National Muni Bond ETF (MUB) stake by 68% in Q1 2026, selling an estimated $758K and leaving 3,294 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #324.

Leo Wealth LLC first reported a position in MUB in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2025. 1,629 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Leo Wealth LLC held 3,294 shares of iShares National Muni Bond ETF worth $350K as of Q1 2026.
  • Leo Wealth LLC sold 7,049 iShares National Muni Bond ETF shares in Q1 2026, an estimated $758K.
  • iShares National Muni Bond ETF made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #324 holding.
  • Leo Wealth LLC first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • Leo Wealth LLC's iShares National Muni Bond ETF position peaked at $1.11M in Q4 2025.
  • 1,629 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.