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

Power 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	$1.9M	Sell	17,894 -1,574	-8%	-$169K	0.71%	22
2025 Q4	$2.09M	Sell	19,468 -262	-1%	-$28.1K	0.73%	26
2025 Q3	$2.1M	Sell	19,730 -4,083	-17%	-$427K	0.77%	24
2025 Q2	$2.49M	Sell	23,813 -592	-2%	-$61.5K	0.96%	23
2025 Q1	$2.57M	Sell	24,405 -18,262	-43%	-$1.94M	1.04%	19
2024 Q4	$4.55M	Buy	42,667 +1,309	+3%	+$141K	1.9%	11
2024 Q3	$4.49M	Buy	41,358 +290	+0.7%	+$31.3K	1.92%	12
2024 Q2	$4.38M	Sell	41,068 -2,883	-7%	-$307K	2.09%	14
2024 Q1	$4.73M	Buy	43,951 +4,481	+11%	+$484K	2.97%	9
2023 Q4	$4.28M	Buy	+39,470	New	+$4.12M	2.97%	10

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

Power Wealth Management's MUB Position: Q1 2026 in Review

Power Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 8.1% in Q1 2026, selling an estimated $169K and leaving 17,894 shares worth $1.9M. The position accounts for 0.71% of the portfolio, ranked #22.

Power Wealth Management first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.73M in Q1 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Power Wealth Management held 17,894 shares of iShares National Muni Bond ETF worth $1.9M as of Q1 2026.
Power Wealth Management sold 1,574 iShares National Muni Bond ETF shares in Q1 2026, an estimated $169K.
iShares National Muni Bond ETF made up 0.71% of Power Wealth Management's portfolio in Q1 2026, its #22 holding.
Power Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Power Wealth Management's iShares National Muni Bond ETF position peaked at $4.73M in Q1 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.