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

Oregon Pacific 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 		$484K Hold
4,563
– – 0.51% 50
2025
Q4 		$489K Buy
4,563
+1,936
+74% +$207K 0.5% 45
2025
Q3 		$280K Buy
+2,627
New +$275K 0.24% 105

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oregon Pacific Wealth Management's MUB Position: Q1 2026 in Review

Oregon Pacific Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 4,563 shares worth $484K. The position accounts for 0.51% of the portfolio, ranked #50.

Oregon Pacific Wealth Management first reported a position in MUB in Q3 2025 and has held it in 3 quarters since. The position peaked at $489K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Oregon Pacific Wealth Management held 4,563 shares of iShares National Muni Bond ETF worth $484K as of Q1 2026.
  • Oregon Pacific Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up 0.51% of Oregon Pacific Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Oregon Pacific Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Oregon Pacific Wealth Management's iShares National Muni Bond ETF position peaked at $489K in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.