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

Private Wealth Management 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	$7.09M	Sell	66,780 -3,780	-5%	-$406K	1.86%	17
2025 Q4	$7.56M	Sell	70,560 -937	-1%	-$100K	2.02%	17
2025 Q3	$7.61M	Sell	71,497 -5,463	-7%	-$572K	2.1%	17
2025 Q2	$8.04M	Sell	76,960 -13,517	-15%	-$1.41M	2.67%	14
2025 Q1	$9.54M	Sell	90,477 -6,658	-7%	-$708K	3.52%	10
2024 Q4	$10.3M	Sell	97,135 -13,465	-12%	-$1.45M	3.96%	9
2024 Q3	$12M	Buy	110,600 +3,349	+3%	+$361K	4.74%	7
2024 Q2	$11.4M	Buy	107,251 +19,326	+22%	+$2.06M	4.95%	6
2024 Q1	$9.46M	Buy	87,925 +2,733	+3%	+$295K	4.29%	9
2023 Q4	$9.24M	Buy	+85,192	New	+$8.9M	4.54%	9

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

Private Wealth Management Group's MUB Position: Q1 2026 in Review

Private Wealth Management Group reduced its iShares National Muni Bond ETF (MUB) stake by 5.4% in Q1 2026, selling an estimated $406K and leaving 66,780 shares worth $7.09M. The position accounts for 1.86% of the portfolio, ranked #17.

Private Wealth Management Group first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. The position peaked at $12M in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Private Wealth Management Group held 66,780 shares of iShares National Muni Bond ETF worth $7.09M as of Q1 2026.
Private Wealth Management Group sold 3,780 iShares National Muni Bond ETF shares in Q1 2026, an estimated $406K.
iShares National Muni Bond ETF made up 1.86% of Private Wealth Management Group's portfolio in Q1 2026, its #17 holding.
Private Wealth Management Group first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's iShares National Muni Bond ETF position peaked at $12M in Q3 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.