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

Seaside 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 		$5.64M Sell
53,119
-343
-0.6% -$36.9K 1.59% 11
2025
Q4 		$5.73M Sell
53,462
-618
-1% -$66.2K 1.63% 11
2025
Q3 		$5.76M Buy
54,080
+377
+0.7% +$39.5K 1.71% 11
2025
Q2 		$5.61M Sell
53,703
-10,092
-16% -$1.05M 1.79% 11
2025
Q1 		$6.73M Sell
63,795
-1,269
-2% -$135K 2.4% 10
2024
Q4 		$6.93M Buy
65,064
+2,578
+4% +$277K 2.54% 10
2024
Q3 		$6.79M Sell
62,486
-1,660
-3% -$179K 2.57% 10
2024
Q2 		$6.83M Sell
64,146
-44,524
-41% -$4.74M 2.83% 9
2024
Q1 		$11.7M Buy
108,670
+758
+0.7% +$81.8K 4.99% 5
2023
Q4 		$11.7M Buy
107,912
+37,420
+53% +$3.91M 5.35% 5
2023
Q3 		$7.23M Buy
70,492
+6,325
+10% +$667K 3.67% 6
2023
Q2 		$6.85M Buy
64,167
+1,044
+2% +$112K 3.54% 7
2023
Q1 		$6.8M Buy
63,123
+3,820
+6% +$408K 4.13% 5
2022
Q4 		$6.26M Buy
59,303
+5,177
+10% +$540K 4.14% 6
2022
Q3 		$5.5M Buy
54,126
+24,223
+81% +$2.58M 3.79% 7
2022
Q2 		$3.25M Buy
+29,903
New +$3.19M 2.46% 10

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

Seaside Wealth Management's MUB Position: Q1 2026 in Review

Seaside Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 0.64% in Q1 2026, selling an estimated $36.9K and leaving 53,119 shares worth $5.64M. The position accounts for 1.59% of the portfolio, ranked #11.

Seaside Wealth Management first reported a position in MUB in Q2 2022 and has held it in 16 quarters since. The position peaked at $11.7M in Q4 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Seaside Wealth Management held 53,119 shares of iShares National Muni Bond ETF worth $5.64M as of Q1 2026.
  • Seaside Wealth Management sold 343 iShares National Muni Bond ETF shares in Q1 2026, an estimated $36.9K.
  • iShares National Muni Bond ETF made up 1.59% of Seaside Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Seaside Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Seaside Wealth Management's iShares National Muni Bond ETF position peaked at $11.7M in Q4 2023.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.