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

Premier Path 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	$6.79M	Buy	63,978 +3,098	+5%	+$333K	0.89%	26
2025 Q4	$6.52M	Buy	60,880 +11,068	+22%	+$1.18M	0.84%	28
2025 Q3	$5.3M	Buy	49,812 +11,629	+30%	+$1.22M	0.68%	33
2025 Q2	$3.99M	Sell	38,183 -9,319	-20%	-$969K	0.56%	37
2025 Q1	$5.01M	Buy	47,502 +5,254	+12%	+$559K	0.78%	33
2024 Q4	$4.5M	Buy	42,248 +1,199	+3%	+$129K	0.69%	35
2024 Q3	$4.46M	Buy	41,049 +859	+2%	+$92.6K	0.7%	33
2024 Q2	$4.28M	Buy	40,190 +15,564	+63%	+$1.66M	0.73%	33
2024 Q1	$2.9M	Sell	24,626 -14,455	-37%	-$1.56M	0.55%	36
2023 Q4	$4.39M	Buy	+39,081	New	+$4.08M	0.97%	21

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

Premier Path Wealth Partners's MUB Position: Q1 2026 in Review

Premier Path Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 5.1% in Q1 2026, buying an estimated $333K and bringing the position to 63,978 shares worth $6.79M. The position accounts for 0.89% of the portfolio, ranked #26.

Premier Path Wealth Partners first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Premier Path Wealth Partners held 63,978 shares of iShares National Muni Bond ETF worth $6.79M as of Q1 2026.
Premier Path Wealth Partners bought 3,098 iShares National Muni Bond ETF shares in Q1 2026, an estimated $333K.
iShares National Muni Bond ETF made up 0.89% of Premier Path Wealth Partners's portfolio in Q1 2026, its #26 holding.
Premier Path Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.