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

Madison Wealth Partners’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 		$2.04M Buy
19,231
+521
+3% +$56K 0.33% 43
2025
Q4 		$2M Sell
18,710
-513
-3% -$54.9K 0.37% 39
2025
Q3 		$2.05M Buy
19,223
+1,847
+11% +$193K 0.4% 35
2025
Q2 		$1.82M Sell
17,376
-4,560
-21% -$474K 0.4% 35
2025
Q1 		$2.31M Sell
21,936
-714
-3% -$75.9K 0.57% 27
2024
Q4 		$2.41M Sell
22,650
-2,221
-9% -$239K 0.67% 26
2024
Q3 		$2.7M Sell
24,871
-1,547
-6% -$167K 0.8% 24
2024
Q2 		$2.81M Sell
26,418
-1,104
-4% -$118K 0.97% 21
2024
Q1 		$2.96M Sell
27,522
-245
-0.9% -$26.4K 1.07% 19
2023
Q4 		$3.01M Sell
27,767
-1,670
-6% -$175K 1.19% 17
2023
Q3 		$3.02M Sell
29,437
-787
-3% -$83K 1.53% 13
2023
Q2 		$3.23M Buy
30,224
+1,160
+4% +$124K 1.51% 14
2023
Q1 		$3.13M Buy
29,064
+553
+2% +$59.1K 1.58% 14
2022
Q4 		$3.01M Buy
28,511
+5,228
+22% +$545K 1.76% 13
2022
Q3 		$2.39M Sell
23,283
-1,782
-7% -$189K 1.56% 13
2022
Q2 		$2.67M Sell
25,065
-29,354
-54% -$3.13M 1.69% 13
2022
Q1 		$5.97M Sell
54,419
-9,038
-14% -$1.02M 3.34% 8
2021
Q4 		$7.38M Sell
63,457
-513
-0.8% -$59.6K 3.71% 9
2021
Q3 		$7.43M Sell
63,970
-2,364
-4% -$277K 4.19% 9
2021
Q2 		$7.77M Buy
66,334
+5,480
+9% +$640K 4.45% 8
2021
Q1 		$7.13M Sell
60,854
-885
-1% -$103K 5.02% 5
2020
Q4 		$7.24M Buy
+61,739
New +$7.17M 4.85% 4

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 $424B AUM 22.94% 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 $336B AUM 34.66% 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

Madison Wealth Partners's MUB Position: Q1 2026 in Review

Madison Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 2.8% in Q1 2026, buying an estimated $56K and bringing the position to 19,231 shares worth $2.04M. The position accounts for 0.33% of the portfolio, ranked #43.

Madison Wealth Partners first reported a position in MUB in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.77M in Q2 2021. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Madison Wealth Partners held 19,231 shares of iShares National Muni Bond ETF worth $2.04M as of Q1 2026.
  • Madison Wealth Partners bought 521 iShares National Muni Bond ETF shares in Q1 2026, an estimated $56K.
  • iShares National Muni Bond ETF made up 0.33% of Madison Wealth Partners's portfolio in Q1 2026, its #43 holding.
  • Madison Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Madison Wealth Partners's iShares National Muni Bond ETF position peaked at $7.77M in Q2 2021.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.