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

LJI 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 		$531K Sell
5,006
-5,785
-54% -$622K 0.08% 97
2025
Q4 		$1.16M Buy
10,791
+6,632
+159% +$710K 0.18% 62
2025
Q3 		$443K Sell
4,159
-5,689
-58% -$595K 0.08% 97
2025
Q2 		$1.03M Sell
9,848
-7,539
-43% -$784K 0.18% 56
2025
Q1 		$1.83M Buy
17,387
+36
+0.2% +$3.83K 0.37% 35
2024
Q4 		$1.85M Buy
17,351
+3,657
+27% +$393K 0.36% 33
2024
Q3 		$1.49M Buy
13,694
+1,951
+17% +$210K 0.3% 40
2024
Q2 		$1.25M Buy
11,743
+775
+7% +$82.5K 0.28% 43
2024
Q1 		$1.18M Buy
10,968
+115
+1% +$12.4K 0.31% 38
2023
Q4 		$1.18M Buy
10,853
+119
+1% +$12.4K 0.3% 40
2023
Q3 		$1.1M Sell
10,734
-659
-6% -$69.5K 0.32% 40
2023
Q2 		$1.22M Sell
11,393
-607
-5% -$64.9K 0.35% 36
2023
Q1 		$1.29M Sell
12,000
-78
-0.6% -$8.34K 0.41% 31
2022
Q4 		$1.27M Buy
+12,078
New +$1.26M 0.45% 32

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

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

LJI Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 54% in Q1 2026, selling an estimated $622K and leaving 5,006 shares worth $531K. The position accounts for 0.08% of the portfolio, ranked #97.

LJI Wealth Management first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.85M in Q4 2024. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • LJI Wealth Management held 5,006 shares of iShares National Muni Bond ETF worth $531K as of Q1 2026.
  • LJI Wealth Management sold 5,785 iShares National Muni Bond ETF shares in Q1 2026, an estimated $622K.
  • iShares National Muni Bond ETF made up 0.08% of LJI Wealth Management's portfolio in Q1 2026, its #97 holding.
  • LJI Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • LJI Wealth Management's iShares National Muni Bond ETF position peaked at $1.85M in Q4 2024.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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