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Lifeworks Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Lifeworks Advisors’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 		$5.37M Buy
50,625
+2,609
+5% +$281K 0.69% 50
2025
Q4 		$5.14M Buy
48,016
+1,913
+4% +$205K 0.67% 48
2025
Q3 		$4.91M Sell
46,103
-958
-2% -$100K 0.65% 56
2025
Q2 		$4.92M Buy
47,061
+8,416
+22% +$875K 0.73% 39
2025
Q1 		$4.07M Buy
38,645
+4,121
+12% +$438K 0.68% 40
2024
Q4 		$3.68M Sell
34,524
-1,009
-3% -$108K 0.66% 47
2024
Q3 		$3.86M Buy
35,533
+8,520
+32% +$918K 0.76% 38
2024
Q2 		$2.88M Buy
27,013
+404
+2% +$43K 0.8% 34
2024
Q1 		$2.86M Buy
26,609
+11,296
+74% +$1.22M 0.8% 36
2023
Q4 		$1.66M Buy
15,313
+2,108
+16% +$220K 0.57% 55
2023
Q3 		$1.35M Buy
13,205
+3,214
+32% +$339K 0.53% 57
2023
Q2 		$1.07M Buy
9,991
+4,479
+81% +$479K 0.45% 73
2023
Q1 		$594K Buy
+5,512
New +$589K 0.28% 96

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lifeworks Advisors's MUB Position: Q1 2026 in Review

Lifeworks Advisors increased its iShares National Muni Bond ETF (MUB) stake by 5.4% in Q1 2026, buying an estimated $281K and bringing the position to 50,625 shares worth $5.37M. The position accounts for 0.69% of the portfolio, ranked #50.

Lifeworks Advisors first reported a position in MUB in Q1 2023 and has held it in 13 quarters since. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Lifeworks Advisors held 50,625 shares of iShares National Muni Bond ETF worth $5.37M as of Q1 2026.
  • Lifeworks Advisors bought 2,609 iShares National Muni Bond ETF shares in Q1 2026, an estimated $281K.
  • iShares National Muni Bond ETF made up 0.69% of Lifeworks Advisors's portfolio in Q1 2026, its #50 holding.
  • Lifeworks Advisors first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.