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

Linscomb 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 		$238K Buy
2,242
+115
+5% +$12.4K 0.01% 313
2025
Q4 		$228K Buy
2,127
+226
+12% +$24.2K 0.01% 291
2025
Q3 		$202K Buy
+1,901
New +$199K 0.01% 304
2025
Q2 		– Sell
-4,152
Closed -$438K – 307
2025
Q1 		$438K Hold
4,152
– – 0.02% 229
2024
Q4 		$442K Hold
4,152
– – 0.02% 228
2024
Q3 		$451K Sell
4,152
-326
-7% -$35.1K 0.02% 223
2024
Q2 		$477K Buy
4,478
+126
+3% +$13.4K 0.02% 217
2024
Q1 		$468K Sell
4,352
-1,128
-21% -$122K 0.02% 219
2023
Q4 		$594K Sell
5,480
-1,783
-25% -$186K 0.03% 199
2023
Q3 		$745K Sell
7,263
-187
-3% -$19.7K 0.04% 173
2023
Q2 		$795K Buy
7,450
+5
+0.1% +$534 0.04% 174
2023
Q1 		$802K Sell
7,445
-1,029
-12% -$110K 0.04% 180
2022
Q4 		$894K Buy
8,474
+2,180
+35% +$227K 0.05% 184
2022
Q3 		$646K Buy
6,294
+10
+0.2% +$1.06K 0.04% 177
2022
Q2 		$668K Buy
6,284
+3,410
+119% +$364K 0.04% 178
2022
Q1 		$315K Sell
2,874
-2,154
-43% -$243K 0.02% 284
2021
Q4 		$585K Buy
5,028
+15
+0.3% +$1.74K 0.03% 219
2021
Q3 		$582K Hold
5,013
– – 0.03% 211
2021
Q2 		$588K Buy
5,013
+1,033
+26% +$121K 0.03% 206
2021
Q1 		$462K Buy
3,980
+25
+0.6% +$2.92K 0.03% 218
2020
Q4 		$464K Buy
3,955
+50
+1% +$5.81K 0.03% 209
2020
Q3 		$453K Buy
+3,905
New +$454K 0.03% 200

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

Linscomb Wealth's MUB Position: Q1 2026 in Review

Linscomb Wealth increased its iShares National Muni Bond ETF (MUB) stake by 5.4% in Q1 2026, buying an estimated $12.4K and bringing the position to 2,242 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #313.

Linscomb Wealth first reported a position in MUB in Q3 2020 and has held it in 22 quarters since. The position peaked at $894K in Q4 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Linscomb Wealth held 2,242 shares of iShares National Muni Bond ETF worth $238K as of Q1 2026.
  • Linscomb Wealth bought 115 iShares National Muni Bond ETF shares in Q1 2026, an estimated $12.4K.
  • iShares National Muni Bond ETF made up 0.01% of Linscomb Wealth's portfolio in Q1 2026, its #313 holding.
  • Linscomb Wealth first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 22 quarters since.
  • Linscomb Wealth's iShares National Muni Bond ETF position peaked at $894K in Q4 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.