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PrairieView Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

PrairieView Wealth Partners’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 		$8.64M Sell
81,397
-2,224
-3% -$239K 7.08% 6
2025
Q4 		$8.96M Sell
83,621
-1,935
-2% -$207K 8.13% 5
2025
Q3 		$9.11M Sell
85,556
-1,540
-2% -$161K 8.56% 4
2025
Q2 		$9.1M Buy
+87,096
New +$9.06M 9.45% 4

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

PrairieView Wealth Partners's MUB Position: Q1 2026 in Review

PrairieView Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 2.7% in Q1 2026, selling an estimated $239K and leaving 81,397 shares worth $8.64M. The position accounts for 7.08% of the portfolio, ranked #6.

PrairieView Wealth Partners first reported a position in MUB in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.11M in Q3 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • PrairieView Wealth Partners held 81,397 shares of iShares National Muni Bond ETF worth $8.64M as of Q1 2026.
  • PrairieView Wealth Partners sold 2,224 iShares National Muni Bond ETF shares in Q1 2026, an estimated $239K.
  • iShares National Muni Bond ETF made up 7.08% of PrairieView Wealth Partners's portfolio in Q1 2026, its #6 holding.
  • PrairieView Wealth Partners first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • PrairieView Wealth Partners's iShares National Muni Bond ETF position peaked at $9.11M in Q3 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on PrairieView Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.