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Savvy Advisors Inc’s iShares National Muni Bond ETF MUB Stock Holding History

Savvy Advisors Inc’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 		$40.4M Buy
380,909
+108,427
+40% +$11.7M 1.08% 15
2025
Q4 		$29.2M Buy
272,482
+73,519
+37% +$7.87M 0.94% 18
2025
Q3 		$21.2M Buy
198,963
+82,797
+71% +$8.66M 0.97% 18
2025
Q2 		$12.1M Buy
116,166
+38,275
+49% +$3.98M 0.81% 22
2025
Q1 		$8.21M Buy
77,891
+8,929
+13% +$950K 0.83% 20
2024
Q4 		$7.35M Buy
68,962
+33,466
+94% +$3.6M 0.88% 19
2024
Q3 		$3.86M Buy
35,496
+16,295
+85% +$1.76M 0.78% 23
2024
Q2 		$2.05M Buy
19,201
+3,719
+24% +$396K 0.67% 30
2024
Q1 		$1.67M Buy
15,482
+12,646
+446% +$1.36M 0.96% 18
2023
Q4 		$307K Buy
+2,836
New +$296K 0.3% 106

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

Savvy Advisors Inc's MUB Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares National Muni Bond ETF (MUB) stake by 40% in Q1 2026, buying an estimated $11.7M and bringing the position to 380,909 shares worth $40.4M. The position accounts for 1.08% of the portfolio, ranked #15.

Savvy Advisors Inc first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Savvy Advisors Inc held 380,909 shares of iShares National Muni Bond ETF worth $40.4M as of Q1 2026.
  • Savvy Advisors Inc bought 108,427 iShares National Muni Bond ETF shares in Q1 2026, an estimated $11.7M.
  • iShares National Muni Bond ETF made up 1.08% of Savvy Advisors Inc's portfolio in Q1 2026, its #15 holding.
  • Savvy Advisors Inc first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.