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

Maridea 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	$2.06M	Sell	19,429 -803	-4%	-$86.3K	0.3%	86
2025 Q4	$2.17M	Buy	20,232 +375	+2%	+$40.1K	0.33%	80
2025 Q3	$2.13M	Buy	19,857 +1,513	+8%	+$158K	0.33%	73
2025 Q2	$1.92M	Sell	18,344 -1,544	-8%	-$161K	0.5%	45
2025 Q1	$2.1M	Sell	19,888 -1,236	-6%	-$131K	0.68%	30
2024 Q4	$2.25M	Buy	+21,124	New	+$2.27M	0.72%	26

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

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

Maridea Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 4% in Q1 2026, selling an estimated $86.3K and leaving 19,429 shares worth $2.06M. The position accounts for 0.3% of the portfolio, ranked #86.

Maridea Wealth Management first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.25M in Q4 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Maridea Wealth Management held 19,429 shares of iShares National Muni Bond ETF worth $2.06M as of Q1 2026.
Maridea Wealth Management sold 803 iShares National Muni Bond ETF shares in Q1 2026, an estimated $86.3K.
iShares National Muni Bond ETF made up 0.3% of Maridea Wealth Management's portfolio in Q1 2026, its #86 holding.
Maridea Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Maridea Wealth Management's iShares National Muni Bond ETF position peaked at $2.25M in Q4 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.