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Oxford Wealth Group’s iShares National Muni Bond ETF MUB Stock Holding History

Oxford Wealth Group’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
-2,911
Closed -$312K – 90
2025
Q4 		$312K Buy
+2,911
New +$312K 0.15% 78

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 $424B AUM 22.94% 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 $336B AUM 34.66% 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

Oxford Wealth Group's MUB Position: Q1 2026 in Review

Oxford Wealth Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 2,911 shares — an estimated $312K sold.

Oxford Wealth Group first reported a position in MUB in Q4 2025 and held it in 1 quarter. The position peaked at $312K in Q4 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Oxford Wealth Group reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Oxford Wealth Group sold 2,911 iShares National Muni Bond ETF shares in Q1 2026, an estimated $312K.
  • Oxford Wealth Group first reported a position in iShares National Muni Bond ETF in Q4 2025 and held it in 1 quarter.
  • Oxford Wealth Group's iShares National Muni Bond ETF position peaked at $312K in Q4 2025.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.