Smartleaf Asset Management’s iShares National Muni Bond ETF MUB Stock Holding History

Smartleaf Asset 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	$5.76M	Buy	54,337 +10,871	+25%	+$1.17M	0.21%	88
2025 Q4	$4.66M	Buy	43,466 +13,843	+47%	+$1.48M	0.18%	102
2025 Q3	$3.15M	Buy	29,623 +13,865	+88%	+$1.45M	0.2%	113
2025 Q2	$1.64M	Buy	15,758 +9,571	+155%	+$995K	0.14%	162
2025 Q1	$651K	Buy	6,187 +647	+12%	+$68.8K	0.06%	305
2024 Q4	$591K	Sell	5,540 -2,382	-30%	-$256K	0.06%	306
2024 Q3	$861K	Buy	7,922 +673	+9%	+$72.5K	0.1%	218
2024 Q2	$774K	Buy	7,249 +6,543	+927%	+$697K	0.13%	185
2024 Q1	$76.1K	Sell	706 -200	-22%	-$21.6K	0.01%	587
2023 Q4	$98.4K	Buy	+906	New	+$94.7K	0.03%	428

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smartleaf Asset Management's MUB Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares National Muni Bond ETF (MUB) stake by 25% in Q1 2026, buying an estimated $1.17M and bringing the position to 54,337 shares worth $5.76M. The position accounts for 0.21% of the portfolio, ranked #88.

Smartleaf Asset Management 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.

Smartleaf Asset Management held 54,337 shares of iShares National Muni Bond ETF worth $5.76M as of Q1 2026.
Smartleaf Asset Management bought 10,871 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.17M.
iShares National Muni Bond ETF made up 0.21% of Smartleaf Asset Management's portfolio in Q1 2026, its #88 holding.
Smartleaf Asset Management 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 Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.