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

Silverlake 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 		$580K Buy
+5,468
New +$588K 0.12% 191
2022
Q4 		– Sell
-3,938
Closed -$404K – 217
2022
Q3 		$404K Hold
3,938
– – 0.27% 93
2022
Q2 		$419K Sell
3,938
-106
-3% -$11.3K 0.27% 97
2022
Q1 		$443K Hold
4,044
– – 0.25% 102
2021
Q4 		$470K Buy
+4,044
New +$470K 0.25% 99

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

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

Silverlake Wealth Management opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2026: 5,468 shares worth $580K. The stake represents 0.12% of the portfolio and ranks #191 among its holdings. This is a return to the name: Silverlake Wealth Management previously reported a position in MUB as recently as Q3 2022.

Silverlake Wealth Management first reported a position in MUB in Q4 2021 and has held it in 5 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Silverlake Wealth Management held 5,468 shares of iShares National Muni Bond ETF worth $580K as of Q1 2026.
  • iShares National Muni Bond ETF was a new Silverlake Wealth Management position in Q1 2026.
  • iShares National Muni Bond ETF made up 0.12% of Silverlake Wealth Management's portfolio in Q1 2026, its #191 holding.
  • Silverlake Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 5 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.