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McKinley Carter Wealth Services’s iShares National Muni Bond ETF MUB Stock Holding History

McKinley Carter Wealth Services’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 		$538K Sell
5,070
-388
-7% -$41.7K 0.03% 214
2025
Q4 		$585K Sell
5,458
-270
-5% -$28.9K 0.03% 212
2025
Q3 		$610K Sell
5,728
-5,540
-49% -$580K 0.03% 201
2025
Q2 		$1.18M Sell
11,268
-13,223
-54% -$1.37M 0.07% 156
2025
Q1 		$2.58M Sell
24,491
-149,888
-86% -$15.9M 0.16% 95
2024
Q4 		$18.6M Buy
174,379
+29,977
+21% +$3.22M 1.14% 20
2024
Q3 		$15.7M Buy
144,402
+13,096
+10% +$1.41M 0.95% 25
2024
Q2 		$14M Buy
131,306
+10,648
+9% +$1.13M 0.89% 27
2024
Q1 		$13M Buy
120,658
+13,469
+13% +$1.45M 0.87% 25
2023
Q4 		$11.6M Sell
107,189
-24,375
-19% -$2.55M 0.85% 28
2023
Q3 		$13.5M Buy
131,564
+12,225
+10% +$1.29M 1.07% 19
2023
Q2 		$12.7M Sell
119,339
-7,530
-6% -$805K 0.96% 18
2023
Q1 		$13.7M Buy
126,869
+27,953
+28% +$2.99M 1.07% 18
2022
Q4 		$10.4M Sell
98,916
-7,263
-7% -$757K 0.88% 22
2022
Q3 		$10.9M Buy
106,179
+15,599
+17% +$1.66M 1.01% 21
2022
Q2 		$9.63M Sell
90,580
-124,795
-58% -$13.3M 0.85% 23
2022
Q1 		$23.6M Buy
215,375
+19,660
+10% +$2.22M 1.85% 13
2021
Q4 		$22.8M Buy
195,715
+17,017
+10% +$1.98M 1.7% 15
2021
Q3 		$20.8M Buy
178,698
+2,106
+1% +$247K 1.7% 13
2021
Q2 		$20.7M Sell
176,592
-16,124
-8% -$1.88M 1.71% 14
2021
Q1 		$22.4M Buy
192,716
+187,109
+3,337% +$21.8M 1.91% 13
2020
Q4 		$657K Buy
+5,607
New +$651K 0.09% 151

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

McKinley Carter Wealth Services's MUB Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its iShares National Muni Bond ETF (MUB) stake by 7.1% in Q1 2026, selling an estimated $41.7K and leaving 5,070 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #214.

McKinley Carter Wealth Services first reported a position in MUB in Q4 2020 and has held it in 22 quarters since. The position peaked at $23.6M in Q1 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • McKinley Carter Wealth Services held 5,070 shares of iShares National Muni Bond ETF worth $538K as of Q1 2026.
  • McKinley Carter Wealth Services sold 388 iShares National Muni Bond ETF shares in Q1 2026, an estimated $41.7K.
  • iShares National Muni Bond ETF made up 0.03% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #214 holding.
  • McKinley Carter Wealth Services first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's iShares National Muni Bond ETF position peaked at $23.6M in Q1 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.