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

PUREfi Wealth’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 		$1.31M Buy
12,331
+1,208
+11% +$130K 0.86% 27
2025
Q4 		$1.19M Buy
11,123
+717
+7% +$76.8K 0.91% 26
2025
Q3 		$1.11M Sell
10,406
-1,044
-9% -$109K 0.85% 27
2025
Q2 		$1.2M Buy
+11,450
New +$1.19M 0.96% 21
2025
Q1 		– Sell
-2,084
Closed -$222K – 165
2024
Q4 		$222K Buy
+2,084
New +$224K 0.22% 136

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

PUREfi Wealth's MUB Position: Q1 2026 in Review

PUREfi Wealth increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q1 2026, buying an estimated $130K and bringing the position to 12,331 shares worth $1.31M. The position accounts for 0.86% of the portfolio, ranked #27.

PUREfi Wealth first reported a position in MUB in Q4 2024 and has held it in 5 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • PUREfi Wealth held 12,331 shares of iShares National Muni Bond ETF worth $1.31M as of Q1 2026.
  • PUREfi Wealth bought 1,208 iShares National Muni Bond ETF shares in Q1 2026, an estimated $130K.
  • iShares National Muni Bond ETF made up 0.86% of PUREfi Wealth's portfolio in Q1 2026, its #27 holding.
  • PUREfi Wealth first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on PUREfi Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.