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

Motley Fool 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	-14,343	Closed	-$1.54M	–	126
2025 Q4	$1.54M	Sell	14,343 -658	-4%	-$70.4K	0.12%	111
2025 Q3	$1.6M	Buy	15,001 +21	+0.1%	+$2.2K	0.11%	112
2025 Q2	$1.57M	Buy	14,980 +246	+2%	+$25.6K	0.09%	111
2025 Q1	$1.55M	Sell	14,734 -107	-0.7%	-$11.4K	0.09%	114
2024 Q4	$1.56M	Buy	+14,841	New	+$1.59M	0.08%	121
2023 Q3	–	Sell	-21,012	Closed	-$2.24M	–	123
2023 Q2	$2.24M	Buy	+21,012	New	+$2.25M	0.13%	101
2023 Q1	–	Sell	-31,124	Closed	-$3.28M	–	118
2022 Q4	$3.28M	Buy	+31,124	New	+$3.24M	0.23%	89
2022 Q3	–	Sell	-32,710	Closed	-$3.48M	–	133
2022 Q2	$3.48M	Sell	32,710 -2,596	-7%	-$277K	0.22%	95
2022 Q1	$3.87M	Buy	35,306 +314	+0.9%	+$35.4K	0.18%	99
2021 Q4	$4.07M	Buy	34,992 +1,008	+3%	+$117K	0.18%	94
2021 Q3	$3.95M	Buy	33,984 +8	+0%	+$938	0.17%	87
2021 Q2	$3.98M	Buy	33,976 +25,153	+285%	+$2.94M	0.17%	94
2021 Q1	$1.02M	Buy	+8,823	New	+$1.03M	0.05%	111

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

Motley Fool Wealth Management's MUB Position: Q1 2026 in Review

Motley Fool Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 14,343 shares — an estimated $1.54M sold.

Motley Fool Wealth Management first reported a position in MUB in Q1 2021 and held it in 13 quarters. The position peaked at $4.07M in Q4 2021. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Motley Fool Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Motley Fool Wealth Management sold 14,343 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.54M.
Motley Fool Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 13 quarters.
Motley Fool Wealth Management's iShares National Muni Bond ETF position peaked at $4.07M in Q4 2021.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Motley Fool Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.