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

Quadrant Private Wealth Management’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	$569K	Sell	5,357 -339	-6%	-$36.5K	0.09%	166
2025 Q4	$610K	Buy	+5,696	New	+$610K	0.1%	154
2025 Q3	–	Sell	-2,835	Closed	-$296K	–	263
2025 Q2	$296K	Buy	+2,835	New	+$295K	0.06%	195
2025 Q1	–	Sell	-5,231	Closed	-$557K	–	242
2024 Q4	$557K	Sell	5,231 -1,595	-23%	-$171K	0.14%	134
2024 Q3	$742K	Buy	6,826 +1,483	+28%	+$160K	0.18%	112
2024 Q2	$569K	Buy	+5,343	New	+$569K	0.13%	134
2023 Q3	–	Sell	-3,470	Closed	-$370K	–	236
2023 Q2	$370K	Buy	3,470 +599	+21%	+$64K	0.11%	157
2023 Q1	$309K	Sell	2,871 -358	-11%	-$38.3K	0.1%	175
2022 Q4	$341K	Buy	+3,229	New	+$337K	0.11%	157

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

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

Quadrant Private Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 6% in Q1 2026, selling an estimated $36.5K and leaving 5,357 shares worth $569K. The position accounts for 0.09% of the portfolio, ranked #166.

Quadrant Private Wealth Management first reported a position in MUB in Q4 2022 and has held it in 9 quarters since. The position peaked at $742K in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Quadrant Private Wealth Management held 5,357 shares of iShares National Muni Bond ETF worth $569K as of Q1 2026.
Quadrant Private Wealth Management sold 339 iShares National Muni Bond ETF shares in Q1 2026, an estimated $36.5K.
iShares National Muni Bond ETF made up 0.09% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #166 holding.
Quadrant Private Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 9 quarters since.
Quadrant Private Wealth Management's iShares National Muni Bond ETF position peaked at $742K in Q3 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.