MWM
MUB icon

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

Modern Wealth Management’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 		$3.01M Buy
28,300
+5,057
+22% +$544K 0.05% 256
2025
Q4 		$2.49M Buy
23,243
+5,055
+28% +$541K 0.05% 266
2025
Q3 		$1.94M Buy
18,188
+1,376
+8% +$144K 0.04% 284
2025
Q2 		$1.76M Buy
16,812
+4,632
+38% +$482K 0.04% 281
2025
Q1 		$1.28M Buy
12,180
+4,571
+60% +$486K 0.04% 273
2024
Q4 		$811K Buy
7,609
+2,251
+42% +$242K 0.03% 284
2024
Q3 		$582K Sell
5,358
-298
-5% -$32.1K 0.04% 232
2024
Q2 		$603K Buy
5,656
+299
+6% +$31.8K 0.04% 195
2024
Q1 		$576K Buy
5,357
+1,186
+28% +$128K 0.05% 160
2023
Q4 		$452K Buy
+4,171
New +$436K 0.06% 99

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

Modern Wealth Management's MUB Position: Q1 2026 in Review

Modern Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 22% in Q1 2026, buying an estimated $544K and bringing the position to 28,300 shares worth $3.01M. The position accounts for 0.05% of the portfolio, ranked #256.

Modern Wealth Management first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Modern Wealth Management held 28,300 shares of iShares National Muni Bond ETF worth $3.01M as of Q1 2026.
  • Modern Wealth Management bought 5,057 iShares National Muni Bond ETF shares in Q1 2026, an estimated $544K.
  • iShares National Muni Bond ETF made up 0.05% of Modern Wealth Management's portfolio in Q1 2026, its #256 holding.
  • Modern Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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