Philip James Wealth Mangement’s iShares National Muni Bond ETF MUB Stock Holding History

Philip James Wealth Mangement’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	$347K	Sell	3,270 -118	-3%	-$12.7K	0.04%	132
2025 Q4	$363K	Sell	3,388 -125	-4%	-$13.4K	0.04%	137
2025 Q3	$374K	Sell	3,513 -1,177	-25%	-$123K	0.04%	132
2025 Q2	$490K	Sell	4,690 -956	-17%	-$99.4K	0.06%	110
2025 Q1	$595K	Sell	5,646 -1,461	-21%	-$155K	0.07%	99
2024 Q4	$757K	Sell	7,107 -169	-2%	-$18.2K	0.1%	88
2024 Q3	$790K	Buy	7,276 +10	+0.1%	+$1.08K	0.1%	83
2024 Q2	$774K	Sell	7,266 -13,733	-65%	-$1.46M	0.52%	27
2024 Q1	$2.26M	Sell	20,999 -23	-0.1%	-$2.48K	1.6%	16
2023 Q4	$2.28M	Buy	+21,022	New	+$2.2M	1.76%	15

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

Philip James Wealth Mangement's MUB Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its iShares National Muni Bond ETF (MUB) stake by 3.5% in Q1 2026, selling an estimated $12.7K and leaving 3,270 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #132.

Philip James Wealth Mangement first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.28M in Q4 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Philip James Wealth Mangement held 3,270 shares of iShares National Muni Bond ETF worth $347K as of Q1 2026.
Philip James Wealth Mangement sold 118 iShares National Muni Bond ETF shares in Q1 2026, an estimated $12.7K.
iShares National Muni Bond ETF made up 0.04% of Philip James Wealth Mangement's portfolio in Q1 2026, its #132 holding.
Philip James Wealth Mangement first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Philip James Wealth Mangement's iShares National Muni Bond ETF position peaked at $2.28M in Q4 2023.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.