Quest 10 Wealth Builders’s iShares National Muni Bond ETF MUB Stock Holding History

Quest 10 Wealth Builders’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	$157K	Sell	1,482 -78	-5%	-$8.39K	0.14%	113
2025 Q4	$167K	Buy	1,560 +21	+1%	+$2.25K	0.15%	108
2025 Q3	$164K	Buy	1,539 +520	+51%	+$54.4K	0.15%	104
2025 Q2	$106K	Sell	1,019 -7	-0.7%	-$728	0.1%	121
2025 Q1	$108K	Sell	1,026 -449	-30%	-$47.8K	0.12%	115
2024 Q4	$157K	Buy	+1,475	New	+$158K	0.16%	105

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

Quest 10 Wealth Builders's MUB Position: Q1 2026 in Review

Quest 10 Wealth Builders reduced its iShares National Muni Bond ETF (MUB) stake by 5% in Q1 2026, selling an estimated $8.39K and leaving 1,482 shares worth $157K. The position accounts for 0.14% of the portfolio, ranked #113.

Quest 10 Wealth Builders first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $167K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Quest 10 Wealth Builders held 1,482 shares of iShares National Muni Bond ETF worth $157K as of Q1 2026.
Quest 10 Wealth Builders sold 78 iShares National Muni Bond ETF shares in Q1 2026, an estimated $8.39K.
iShares National Muni Bond ETF made up 0.14% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #113 holding.
Quest 10 Wealth Builders first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Quest 10 Wealth Builders's iShares National Muni Bond ETF position peaked at $167K in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.