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

SHP 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 		$85.4K Sell
804
-346
-30% -$37.2K 0.01% 409
2025
Q4 		$123K Buy
+1,150
New +$123K 0.01% 322

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 $424B AUM 22.96% 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 $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 $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

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

SHP Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 30% in Q1 2026, selling an estimated $37.2K and leaving 804 shares worth $85.4K. The position accounts for 0.01% of the portfolio, ranked #409.

SHP Wealth Management first reported a position in MUB in Q4 2025 and has held it in 2 quarters since. The position peaked at $123K in Q4 2025. 1,627 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • SHP Wealth Management held 804 shares of iShares National Muni Bond ETF worth $85.4K as of Q1 2026.
  • SHP Wealth Management sold 346 iShares National Muni Bond ETF shares in Q1 2026, an estimated $37.2K.
  • iShares National Muni Bond ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #409 holding.
  • SHP Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares National Muni Bond ETF position peaked at $123K in Q4 2025.
  • 1,627 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.