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

MBL 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 		– Sell
-2,268
Closed -$243K – 345
2025
Q4 		$243K Buy
+2,268
New +$243K 0.02% 262
2023
Q1 		– Sell
-6,946
Closed -$733K – 175
2022
Q4 		$733K Sell
6,946
-16,579
-70% -$1.73M 0.14% 77
2022
Q3 		$2.41M Buy
23,525
+4,630
+25% +$492K 0.52% 41
2022
Q2 		$2.01M Buy
18,895
+15,795
+510% +$1.69M 0.5% 44
2022
Q1 		$340K Buy
+3,100
New +$350K 0.08% 125
2021
Q1 		$232K Sell
2,000
-4,500
-69% -$525K 0.08% 138
2020
Q4 		$765K Buy
+6,500
New +$755K 0.3% 55

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MBL Wealth's MUB Position: Q1 2026 in Review

MBL Wealth sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 2,268 shares — an estimated $243K sold.

MBL Wealth first reported a position in MUB in Q4 2020 and held it in 7 quarters. The position peaked at $2.41M in Q3 2022. 1,634 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • MBL Wealth reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • MBL Wealth sold 2,268 iShares National Muni Bond ETF shares in Q1 2026, an estimated $243K.
  • MBL Wealth first reported a position in iShares National Muni Bond ETF in Q4 2020 and held it in 7 quarters.
  • MBL Wealth's iShares National Muni Bond ETF position peaked at $2.41M in Q3 2022.
  • 1,634 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on MBL Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.