North Ridge Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

North Ridge 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	$3.21K	Hold	30	–	–	﹤0.01%	161
2025 Q4	$3.16K	Buy	30 +7	+30%	+$749	﹤0.01%	147
2025 Q3	$2.43K	Buy	23 +3	+15%	+$314	﹤0.01%	159
2025 Q2	$2.07K	Buy	+20	New	+$2.08K	﹤0.01%	152

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

North Ridge Wealth Advisors's MUB Position: Q1 2026 in Review

North Ridge Wealth Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 30 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

North Ridge Wealth Advisors first reported a position in MUB in Q2 2025 and has held it in 4 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

North Ridge Wealth Advisors held 30 shares of iShares National Muni Bond ETF worth $3.21K as of Q1 2026.
North Ridge Wealth Advisors left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up ﹤0.01% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #161 holding.
North Ridge Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.