Meridian Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.75M | Sell |
16,468
-25
| -0.2% | -$2.69K | 0.06% | 249 |
|
|
2025
Q4 | $1.77M | Buy |
16,493
+3,142
| +24% | +$336K | 0.06% | 250 |
|
|
2025
Q3 | $1.42M | Buy |
13,351
+1,168
| +10% | +$122K | 0.05% | 268 |
|
|
2025
Q2 | $1.27M | Sell |
12,183
-2,350
| -16% | -$244K | 0.05% | 268 |
|
|
2025
Q1 | $1.53M | Buy |
14,533
+575
| +4% | +$61.2K | 0.07% | 210 |
|
|
2024
Q4 | $1.49M | Buy |
13,958
+420
| +3% | +$45.1K | 0.07% | 222 |
|
|
2024
Q3 | $1.47M | Buy |
+13,538
| New | +$1.46M | 0.07% | 217 |
|
|
2024
Q2 | – | Sell |
-13,748
| Closed | -$1.48M | – | 457 |
|
|
2024
Q1 | $1.48M | Sell |
13,748
-2,224
| -14% | -$240K | 0.25% | 65 |
|
|
2023
Q4 | $1.73M | Sell |
15,972
-13,500
| -46% | -$1.41M | 0.11% | 184 |
|
|
2023
Q3 | $3.02M | Buy |
29,472
+16,528
| +128% | +$1.74M | 0.19% | 109 |
|
|
2023
Q2 | $1.38M | Sell |
12,944
-283
| -2% | -$30.2K | 0.12% | 156 |
|
|
2023
Q1 | $1.43M | Buy |
13,227
+140
| +1% | +$15K | 0.12% | 158 |
|
|
2022
Q4 | $1.38M | Buy |
13,087
+2,243
| +21% | +$234K | 0.14% | 148 |
|
|
2022
Q3 | $1.11M | Buy |
10,844
+2,843
| +36% | +$302K | 0.12% | 171 |
|
|
2022
Q2 | $851K | Buy |
8,001
+1,043
| +15% | +$111K | 0.07% | 266 |
|
|
2022
Q1 | $763K | Sell |
6,958
-605
| -8% | -$68.3K | 0.08% | 184 |
|
|
2021
Q4 | $879K | Buy |
7,563
+7
| +0.1% | +$813 | 0.09% | 168 |
|
|
2021
Q3 | $878K | Buy |
7,556
+2,156
| +40% | +$253K | 0.11% | 162 |
|
|
2021
Q2 | $633K | Buy |
5,400
+563
| +12% | +$65.8K | 0.08% | 196 |
|
|
2021
Q1 | $561K | Sell |
4,837
-184
| -4% | -$21.5K | 0.08% | 198 |
|
|
2020
Q4 | $588K | Buy |
5,021
+1,129
| +29% | +$131K | 0.09% | 170 |
|
|
2020
Q3 | $451K | Buy |
3,892
+1
| +0% | +$116 | 0.11% | 149 |
|
|
2020
Q2 | $449K | Buy |
3,891
+1
| +0% | +$114 | 0.15% | 126 |
|
|
2020
Q1 | $439K | Hold |
3,890
| – | – | 0.19% | 120 |
|
|
2019
Q4 | $443K | Sell |
3,890
-599
| -13% | -$68.2K | 0.21% | 100 |
|
|
2019
Q3 | $512K | Buy |
4,489
+1
| +0% | +$114 | 0.24% | 81 |
|
|
2019
Q2 | $5.08K | Hold |
4,488
| – | – | 0.21% | 81 |
|
|
2019
Q1 | $499K | Buy |
4,488
+1,957
| +77% | +$215K | 0.23% | 83 |
|
|
2018
Q4 | $276K | Buy |
+2,531
| New | +$272K | 0.16% | 122 |
|
|
2018
Q3 | – | Sell |
-4,733
| Closed | -$516K | – | 190 |
|
|
2018
Q2 | $516K | Buy |
4,733
+14
| +0.3% | +$1.52K | 0.24% | 83 |
|
|
2018
Q1 | $514K | Sell |
4,719
-756
| -14% | -$82.5K | 0.26% | 83 |
|
|
2017
Q4 | $606K | Buy |
5,475
+18
| +0.3% | +$1.99K | 0.37% | 63 |
|
|
2017
Q3 | $604K | Buy |
5,457
+237
| +5% | +$26.3K | 0.38% | 62 |
|
|
2017
Q2 | $575K | Buy |
5,220
+1,077
| +26% | +$118K | 0.36% | 61 |
|
|
2017
Q1 | $451K | Buy |
+4,143
| New | +$449K | 0.27% | 89 |
|
Other funds holding MUB
Meridian Wealth Management's MUB Position: Q1 2026 in Review
Meridian Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 0.15% in Q1 2026, selling an estimated $2.69K and leaving 16,468 shares worth $1.75M. The position accounts for 0.06% of the portfolio, ranked #249.
Meridian Wealth Management first reported a position in MUB in Q1 2017 and has held it in 35 quarters since. The position peaked at $3.02M in Q3 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.
- Meridian Wealth Management held 16,468 shares of iShares National Muni Bond ETF worth $1.75M as of Q1 2026.
- Meridian Wealth Management sold 25 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.69K.
- iShares National Muni Bond ETF made up 0.06% of Meridian Wealth Management's portfolio in Q1 2026, its #249 holding.
- Meridian Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2017 and has held it in 35 quarters since.
- Meridian Wealth Management's iShares National Muni Bond ETF position peaked at $3.02M in Q3 2023.
- 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.