Prosperity Consulting Group’s iShares National Muni Bond ETF MUB Stock Holding History

Prosperity Consulting 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	$6.52M	Sell	61,445 -306	-0.5%	-$32.9K	0.29%	61
2025 Q4	$6.61M	Buy	61,751 +11,049	+22%	+$1.18M	0.3%	61
2025 Q3	$5.4M	Buy	50,702 +26,246	+107%	+$2.75M	0.27%	73
2025 Q2	$2.56M	Sell	24,456 -5,049	-17%	-$525K	0.19%	121
2025 Q1	$3.11M	Sell	29,505 -12,566	-30%	-$1.34M	0.24%	99
2024 Q4	$4.48M	Buy	42,071 +533	+1%	+$57.3K	0.34%	71
2024 Q3	$4.51M	Buy	41,538 +20,102	+94%	+$2.17M	0.35%	67
2024 Q2	$2.28M	Sell	21,436 -1,843	-8%	-$196K	0.31%	85
2024 Q1	$2.5M	Buy	+23,279	New	+$2.51M	0.31%	90

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

Prosperity Consulting Group's MUB Position: Q1 2026 in Review

Prosperity Consulting Group reduced its iShares National Muni Bond ETF (MUB) stake by 0.5% in Q1 2026, selling an estimated $32.9K and leaving 61,445 shares worth $6.52M. The position accounts for 0.29% of the portfolio, ranked #61.

Prosperity Consulting Group first reported a position in MUB in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.61M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Prosperity Consulting Group held 61,445 shares of iShares National Muni Bond ETF worth $6.52M as of Q1 2026.
Prosperity Consulting Group sold 306 iShares National Muni Bond ETF shares in Q1 2026, an estimated $32.9K.
iShares National Muni Bond ETF made up 0.29% of Prosperity Consulting Group's portfolio in Q1 2026, its #61 holding.
Prosperity Consulting Group first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
Prosperity Consulting Group's iShares National Muni Bond ETF position peaked at $6.61M in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.