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

Meridian Wealth Partners’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 		$18.2M Sell
171,618
-1,287
-0.7% -$138K 2.5% 14
2025
Q4 		$18.5M Sell
172,905
-27,190
-14% -$2.91M 2.55% 14
2025
Q3 		$21.3M Sell
200,095
-8,119
-4% -$850K 2.93% 13
2025
Q2 		$21.8M Buy
208,214
+8,742
+4% +$909K 3.15% 8
2025
Q1 		$21M Sell
199,472
-20,823
-9% -$2.21M 3.36% 7
2024
Q4 		$23.5M Buy
220,295
+385
+0.2% +$41.4K 3.56% 6
2024
Q3 		$23.9M Sell
219,910
-3,774
-2% -$407K 3.72% 6
2024
Q2 		$23.8M Sell
223,684
-39,986
-15% -$4.26M 4.21% 6
2024
Q1 		$28.4M Buy
263,670
+11,874
+5% +$1.28M 5.12% 5
2023
Q4 		$27.3M Sell
251,796
-30,468
-11% -$3.18M 5.21% 5
2023
Q3 		$28.9M Sell
282,264
-11,404
-4% -$1.2M 6.03% 5
2023
Q2 		$31.3M Sell
293,668
-2,068
-0.7% -$221K 6.44% 5
2023
Q1 		$31.9M Buy
295,736
+1,110
+0.4% +$119K 6.94% 5
2022
Q4 		$31.1M Buy
294,626
+122
+0% +$12.7K 7.19% 5
2022
Q3 		$30.2M Buy
294,504
+21,268
+8% +$2.26M 7.56% 5
2022
Q2 		$29.1M Buy
273,236
+231,772
+559% +$24.7M 6.9% 4
2022
Q1 		$4.55M Sell
41,464
-253,277
-86% -$28.6M 0.96% 17
2021
Q4 		$34.3M Buy
294,741
+13,621
+5% +$1.58M 6.87% 4
2021
Q3 		$32.7M Sell
281,120
-26,613
-9% -$3.12M 7.07% 4
2021
Q2 		$36.1M Buy
307,733
+5,871
+2% +$686K 8.42% 4
2021
Q1 		$35M Buy
301,862
+11,847
+4% +$1.38M 10.52% 3
2020
Q4 		$34M Buy
290,015
+97,592
+51% +$11.3M 14.04% 2
2020
Q3 		$22.3M Buy
192,423
+3,950
+2% +$459K 11.25% 2
2020
Q2 		$21.8M Sell
188,473
-3,324
-2% -$377K 11.69% 2
2020
Q1 		$21.7M Buy
191,797
+24,954
+15% +$2.85M 12.9% 2
2019
Q4 		$19M Buy
+166,843
New +$19M 11.84% 3

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

Meridian Wealth Partners's MUB Position: Q1 2026 in Review

Meridian Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 0.74% in Q1 2026, selling an estimated $138K and leaving 171,618 shares worth $18.2M. The position accounts for 2.5% of the portfolio, ranked #14.

Meridian Wealth Partners first reported a position in MUB in Q4 2019 and has held it in 26 quarters since. The position peaked at $36.1M in Q2 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Meridian Wealth Partners held 171,618 shares of iShares National Muni Bond ETF worth $18.2M as of Q1 2026.
  • Meridian Wealth Partners sold 1,287 iShares National Muni Bond ETF shares in Q1 2026, an estimated $138K.
  • iShares National Muni Bond ETF made up 2.5% of Meridian Wealth Partners's portfolio in Q1 2026, its #14 holding.
  • Meridian Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Meridian Wealth Partners's iShares National Muni Bond ETF position peaked at $36.1M in Q2 2021.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.