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

Moss Adams 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	$1.9M	Sell	17,909 -2,043	-10%	-$220K	0.14%	50
2025 Q4	$2.14M	Sell	19,952 -1,303	-6%	-$140K	0.15%	47
2025 Q3	$2.26M	Sell	21,255 -1,494	-7%	-$156K	0.18%	41
2025 Q2	$2.38M	Sell	22,749 -8,545	-27%	-$888K	0.22%	43
2025 Q1	$3.3M	Sell	31,294 -52,441	-63%	-$5.58M	0.35%	26
2024 Q4	$8.92M	Buy	83,735 +1,231	+1%	+$132K	0.94%	14
2024 Q3	$8.96M	Buy	82,504 +1,297	+2%	+$140K	0.98%	15
2024 Q2	$8.65M	Buy	81,207 +58,612	+259%	+$6.24M	1.19%	12
2024 Q1	$2.43M	Sell	22,595 -119,043	-84%	-$12.8M	0.39%	26
2023 Q4	$15.4M	Buy	141,638 +127,987	+938%	+$13.4M	3.2%	6
2023 Q3	$1.4M	Sell	13,651 -2,516	-16%	-$265K	0.48%	22
2023 Q2	$1.73M	Buy	16,167 +5,814	+56%	+$621K	0.56%	22
2023 Q1	$1.12M	Sell	10,353 -1,634	-14%	-$175K	0.38%	25
2022 Q4	$1.26M	Buy	+11,987	New	+$1.25M	0.63%	29

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moss Adams Wealth Advisors's MUB Position: Q1 2026 in Review

Moss Adams Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 10% in Q1 2026, selling an estimated $220K and leaving 17,909 shares worth $1.9M. The position accounts for 0.14% of the portfolio, ranked #50.

Moss Adams Wealth Advisors first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.4M in Q4 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Moss Adams Wealth Advisors held 17,909 shares of iShares National Muni Bond ETF worth $1.9M as of Q1 2026.
Moss Adams Wealth Advisors sold 2,043 iShares National Muni Bond ETF shares in Q1 2026, an estimated $220K.
iShares National Muni Bond ETF made up 0.14% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #50 holding.
Moss Adams Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Moss Adams Wealth Advisors's iShares National Muni Bond ETF position peaked at $15.4M in Q4 2023.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.