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

Resolute Wealth Advisor’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 		$1.43M Buy
+13,510
New +$1.45M 0.82% 27
2025
Q2 		$1.43M Buy
+13,510
New +$1.4M 0.82% 27

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 $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Resolute Wealth Advisor's MUB Position: Q1 2026 in Review

Resolute Wealth Advisor opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2026: 13,510 shares worth $1.43M. The stake represents 0.82% of the portfolio and ranks #27 among its holdings. This is a return to the name: Resolute Wealth Advisor previously reported a position in MUB as recently as Q2 2025.

Resolute Wealth Advisor first reported a position in MUB in Q2 2025 and has held it in 2 quarters since. 1,629 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Resolute Wealth Advisor held 13,510 shares of iShares National Muni Bond ETF worth $1.43M as of Q1 2026.
  • iShares National Muni Bond ETF was a new Resolute Wealth Advisor position in Q1 2026.
  • iShares National Muni Bond ETF made up 0.82% of Resolute Wealth Advisor's portfolio in Q1 2026, its #27 holding.
  • Resolute Wealth Advisor first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,629 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Resolute Wealth Advisor's 13F filing for Q1 2026, filed 11 May 2026.