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

Maia 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	$2.39M	Buy	22,503 +18	+0.1%	+$1.94K	0.4%	73
2025 Q4	$2.43M	Sell	22,485 -5,613	-20%	-$601K	0.41%	68
2025 Q3	$3.01M	Buy	28,098 +4,459	+19%	+$467K	0.51%	50
2025 Q2	$2.47M	Buy	23,639 +1,463	+7%	+$152K	0.47%	54
2025 Q1	$2.29M	Buy	22,176 +538	+2%	+$57.2K	0.52%	50
2024 Q4	$2.31M	Buy	21,638 +1,719	+9%	+$185K	0.5%	46
2024 Q3	$2.13M	Buy	19,919 +1,680	+9%	+$181K	0.53%	46
2024 Q2	$1.96M	Buy	+18,239	New	+$1.94M	0.59%	46
2023 Q4	$1.68M	Buy	+15,504	New	+$1.62M	0.68%	36

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Maia Wealth's MUB Position: Q1 2026 in Review

Maia Wealth increased its iShares National Muni Bond ETF (MUB) stake by 0.08% in Q1 2026, buying an estimated $1.94K and bringing the position to 22,503 shares worth $2.39M. The position accounts for 0.4% of the portfolio, ranked #73.

Maia Wealth first reported a position in MUB in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.01M in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Maia Wealth held 22,503 shares of iShares National Muni Bond ETF worth $2.39M as of Q1 2026.
Maia Wealth bought 18 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.94K.
iShares National Muni Bond ETF made up 0.4% of Maia Wealth's portfolio in Q1 2026, its #73 holding.
Maia Wealth first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's iShares National Muni Bond ETF position peaked at $3.01M in Q3 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.