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

MY 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	-17,182	Closed	-$1.84M	–	32
2025 Q4	$1.84M	Sell	17,182 -3,479	-17%	-$372K	1.6%	19
2025 Q3	$2.2M	Sell	20,661 -9	-0%	-$942	1.93%	17
2025 Q2	$2.16M	Buy	+20,670	New	+$2.15M	2.07%	16

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

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

MY Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 17,182 shares — an estimated $1.84M sold.

MY Wealth Management first reported a position in MUB in Q2 2025 and held it in 3 quarters. The position peaked at $2.2M in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

MY Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
MY Wealth Management sold 17,182 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.84M.
MY Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2025 and held it in 3 quarters.
MY Wealth Management's iShares National Muni Bond ETF position peaked at $2.2M in Q3 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.