Northwest Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,166
| Closed | -$232K | – | 274 |
|
|
2025
Q4 | $232K | Sell |
2,166
-534
| -20% | -$57.2K | 0.04% | 219 |
|
|
2025
Q3 | $288K | Hold |
2,700
| – | – | 0.05% | 161 |
|
|
2025
Q2 | $282K | Buy |
2,700
+9
| +0.3% | +$936 | 0.05% | 155 |
|
|
2025
Q1 | $284K | Sell |
2,691
-378
| -12% | -$40.2K | 0.06% | 141 |
|
|
2024
Q4 | $327K | Sell |
3,069
-1,033
| -25% | -$111K | 0.07% | 119 |
|
|
2024
Q3 | $446K | Buy |
4,102
+403
| +11% | +$43.4K | 0.1% | 98 |
|
|
2024
Q2 | $394K | Buy |
3,699
+119
| +3% | +$12.7K | 0.1% | 102 |
|
|
2024
Q1 | $385K | Sell |
3,580
-149
| -4% | -$16.1K | 0.11% | 108 |
|
|
2023
Q4 | $404K | Sell |
3,729
-404
| -10% | -$42.2K | 0.12% | 104 |
|
|
2023
Q3 | $424K | Sell |
4,133
-988
| -19% | -$104K | 0.15% | 92 |
|
|
2023
Q2 | $547K | Sell |
5,121
-169
| -3% | -$18.1K | 0.2% | 84 |
|
|
2023
Q1 | $570K | Sell |
5,290
-640
| -11% | -$68.4K | 0.22% | 82 |
|
|
2022
Q4 | $626K | Sell |
5,930
-843
| -12% | -$87.9K | 0.27% | 76 |
|
|
2022
Q3 | $695K | Sell |
6,773
-389
| -5% | -$41.4K | 0.31% | 77 |
|
|
2022
Q2 | $762K | Sell |
7,162
-1,890
| -21% | -$202K | 0.33% | 72 |
|
|
2022
Q1 | $992K | Sell |
9,052
-1,185
| -12% | -$134K | 0.49% | 55 |
|
|
2021
Q4 | $1.19M | Buy |
10,237
+425
| +4% | +$49.3K | 0.55% | 47 |
|
|
2021
Q3 | $1.14M | Buy |
9,812
+242
| +3% | +$28.4K | 0.57% | 48 |
|
|
2021
Q2 | $1.12M | Buy |
9,570
+157
| +2% | +$18.3K | 0.59% | 46 |
|
|
2021
Q1 | $1.09M | Buy |
9,413
+501
| +6% | +$58.4K | 0.68% | 41 |
|
|
2020
Q4 | $1.04M | Buy |
8,912
+337
| +4% | +$39.1K | 0.72% | 40 |
|
|
2020
Q3 | $994K | Buy |
8,575
+187
| +2% | +$21.7K | 0.82% | 36 |
|
|
2020
Q2 | $968K | Sell |
8,388
-570
| -6% | -$64.7K | 0.84% | 35 |
|
|
2020
Q1 | $1.01M | Buy |
8,958
+62
| +0.7% | +$7.08K | 1.02% | 28 |
|
|
2019
Q4 | $1.01M | Buy |
8,896
+14
| +0.2% | +$1.59K | 0.93% | 31 |
|
|
2019
Q3 | $1.01M | Sell |
8,882
-4,752
| -35% | -$542K | 0.83% | 36 |
|
|
2019
Q2 | $1.54M | Buy |
13,634
+7,519
| +123% | +$842K | 1.24% | 22 |
|
|
2019
Q1 | $680K | Hold |
6,115
| – | – | 0.51% | 49 |
|
|
2018
Q4 | $667K | Hold |
6,115
| – | – | 0.56% | 48 |
|
|
2018
Q3 | $660K | Sell |
6,115
-277
| -4% | -$30.1K | 0.49% | 50 |
|
|
2018
Q2 | $697K | Sell |
6,392
-96
| -1% | -$10.4K | 0.52% | 49 |
|
|
2018
Q1 | $707K | Buy |
6,488
+1,551
| +31% | +$169K | 0.53% | 46 |
|
|
2017
Q4 | $547K | Hold |
4,937
| – | – | 0.45% | 54 |
|
|
2017
Q3 | $547K | Sell |
4,937
-347
| -7% | -$38.5K | 0.77% | 34 |
|
|
2017
Q2 | $582K | Hold |
5,284
| – | – | 0.53% | 45 |
|
|
2017
Q1 | $576K | Sell |
5,284
-1,370
| -21% | -$149K | 0.53% | 45 |
|
|
2016
Q4 | $720K | Buy |
+6,654
| New | +$729K | 0.73% | 35 |
|
Other funds holding MUB
Northwest Wealth Management's MUB Position: Q1 2026 in Review
Northwest Wealth Management sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 2,166 shares — an estimated $232K sold.
Northwest Wealth Management first reported a position in MUB in Q4 2016 and held it in 37 quarters. The position peaked at $1.54M in Q2 2019. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.
- Northwest Wealth Management reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
- Northwest Wealth Management sold 2,166 iShares National Muni Bond ETF shares in Q1 2026, an estimated $232K.
- Northwest Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2016 and held it in 37 quarters.
- Northwest Wealth Management's iShares National Muni Bond ETF position peaked at $1.54M in Q2 2019.
- 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.
Based on Northwest Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.