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

Simplicity Wealth’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 		$8.63M Buy
81,263
+2,850
+4% +$306K 0.49% 42
2025
Q4 		$8.4M Sell
78,413
-11,339
-13% -$1.21M 0.5% 41
2025
Q3 		$9.56M Sell
89,752
-81,578
-48% -$8.54M 0.55% 34
2025
Q2 		$17.9M Buy
171,330
+71,528
+72% +$7.44M 0.75% 23
2025
Q1 		$10.5M Buy
99,802
+86,779
+666% +$9.23M 0.82% 19
2024
Q4 		$1.39M Sell
13,023
-62,405
-83% -$6.7M 0.29% 62
2024
Q3 		$8.19M Sell
75,428
-19,579
-21% -$2.11M 0.76% 24
2024
Q2 		$10.1M Buy
95,007
+10,257
+12% +$1.09M 0.23% 87
2024
Q1 		$9.12M Buy
84,750
+59,676
+238% +$6.44M 0.22% 91
2023
Q4 		$2.72M Buy
25,074
+6,533
+35% +$683K 1.05% 23
2023
Q3 		$1.9M Buy
18,541
+3,568
+24% +$376K 1.11% 21
2023
Q2 		$1.6M Buy
14,973
+449
+3% +$48K 0.99% 22
2023
Q1 		$1.56M Buy
+14,524
New +$1.55M 1.04% 21
2022
Q2 		– Sell
-4,277
Closed -$469K – 60
2022
Q1 		$469K Buy
4,277
+81
+2% +$9.14K 0.46% 50
2021
Q4 		$488K Buy
+4,196
New +$487K 0.26% 49

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

Simplicity Wealth's MUB Position: Q1 2026 in Review

Simplicity Wealth increased its iShares National Muni Bond ETF (MUB) stake by 3.6% in Q1 2026, buying an estimated $306K and bringing the position to 81,263 shares worth $8.63M. The position accounts for 0.49% of the portfolio, ranked #42.

Simplicity Wealth first reported a position in MUB in Q4 2021 and has held it in 15 quarters since. The position peaked at $17.9M in Q2 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Simplicity Wealth held 81,263 shares of iShares National Muni Bond ETF worth $8.63M as of Q1 2026.
  • Simplicity Wealth bought 2,850 iShares National Muni Bond ETF shares in Q1 2026, an estimated $306K.
  • iShares National Muni Bond ETF made up 0.49% of Simplicity Wealth's portfolio in Q1 2026, its #42 holding.
  • Simplicity Wealth first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 15 quarters since.
  • Simplicity Wealth's iShares National Muni Bond ETF position peaked at $17.9M in Q2 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.