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

MorganRosel 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 		– Sell
-6,782
Closed -$726K – 117
2025
Q4 		$726K Sell
6,782
-94
-1% -$10.1K 0.18% 75
2025
Q3 		$732K Buy
6,876
+232
+3% +$24.3K 0.19% 78
2025
Q2 		$694K Sell
6,644
-2,365
-26% -$246K 0.19% 75
2025
Q1 		$950K Sell
9,009
-3,464
-28% -$368K 0.29% 58
2024
Q4 		$1.33M Sell
12,473
-2,294
-16% -$246K 0.44% 43
2024
Q3 		$1.6M Hold
14,767
– – 0.53% 32
2024
Q2 		$1.57M Buy
14,767
+618
+4% +$65.8K 0.56% 30
2024
Q1 		$1.52M Sell
14,149
-452
-3% -$48.8K 0.54% 31
2023
Q4 		$1.58M Buy
14,601
+274
+2% +$28.6K 0.61% 30
2023
Q3 		$1.47M Buy
14,327
+3,533
+33% +$373K 0.61% 30
2023
Q2 		$1.15M Hold
10,794
– – 0.47% 29
2023
Q1 		$1.16M Buy
10,794
+6,545
+154% +$699K 0.5% 32
2022
Q4 		$448K Buy
4,249
+1,032
+32% +$108K 0.21% 74
2022
Q3 		$330K Sell
3,217
-5,459
-63% -$580K 0.17% 76
2022
Q2 		$923K Buy
+8,676
New +$926K 0.49% 36

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

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

MorganRosel Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 6,782 shares — an estimated $726K sold.

MorganRosel Wealth Management first reported a position in MUB in Q2 2022 and held it in 15 quarters. The position peaked at $1.6M in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • MorganRosel Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • MorganRosel Wealth Management sold 6,782 iShares National Muni Bond ETF shares in Q1 2026, an estimated $726K.
  • MorganRosel Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2022 and held it in 15 quarters.
  • MorganRosel Wealth Management's iShares National Muni Bond ETF position peaked at $1.6M in Q3 2024.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.