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

Medallion Wealth Advisors’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 		$6.16K Buy
58
+41
+241% +$4.41K ﹤0.01% 838
2025
Q4 		$1.82K Hold
17
– – ﹤0.01% 1002
2025
Q3 		$1.81K Hold
17
– – ﹤0.01% 995
2025
Q2 		$1.77K Hold
17
– – ﹤0.01% 970
2025
Q1 		$1.79K Buy
17
+3
+21% +$319 ﹤0.01% 931
2024
Q4 		$1.49K Buy
+14
New +$1.5K ﹤0.01% 895

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

Medallion Wealth Advisors's MUB Position: Q1 2026 in Review

Medallion Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 241% in Q1 2026, buying an estimated $4.41K and bringing the position to 58 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Medallion Wealth Advisors first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Medallion Wealth Advisors held 58 shares of iShares National Muni Bond ETF worth $6.16K as of Q1 2026.
  • Medallion Wealth Advisors bought 41 iShares National Muni Bond ETF shares in Q1 2026, an estimated $4.41K.
  • iShares National Muni Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #838 holding.
  • Medallion Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.