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

SoFi 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 		$65.9M Sell
620,897
-10,892
-2% -$1.17M 3.18% 13
2025
Q4 		$67.7M Buy
631,789
+54,010
+9% +$5.78M 3.37% 11
2025
Q3 		$61.5M Sell
577,779
-80,348
-12% -$8.41M 3.31% 10
2025
Q2 		$68.8M Buy
658,127
+36,942
+6% +$3.84M 4.2% 8
2025
Q1 		$65.5M Buy
621,185
+71,675
+13% +$7.62M 4.92% 7
2024
Q4 		$58.6M Buy
549,510
+64,274
+13% +$6.91M 4.01% 6
2024
Q3 		$52.7M Buy
485,236
+42,310
+10% +$4.56M 3.88% 7
2024
Q2 		$47.2M Buy
442,926
+40,519
+10% +$4.32M 3.96% 6
2024
Q1 		$43.3M Buy
402,407
+25,703
+7% +$2.77M 4.03% 6
2023
Q4 		$40.8M Buy
376,704
+7,652
+2% +$800K 4.38% 6
2023
Q3 		$37.8M Sell
369,052
-242
-0.1% -$25.5K 4.61% 6
2023
Q2 		$39.4M Buy
369,294
+5,182
+1% +$554K 4.87% 6
2023
Q1 		$39.2M Buy
364,112
+9,085
+3% +$971K 5.29% 5
2022
Q4 		$37.5M Buy
355,027
+12,691
+4% +$1.32M 5.64% 4
2022
Q3 		$35.1M Buy
342,336
+13,883
+4% +$1.48M 5.88% 4
2022
Q2 		$34.9M Buy
328,453
+18,508
+6% +$1.98M 5.85% 4
2022
Q1 		$34M Buy
+309,945
New +$35M 5.16% 5

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

SoFi Wealth's MUB Position: Q1 2026 in Review

SoFi Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 1.7% in Q1 2026, selling an estimated $1.17M and leaving 620,897 shares worth $65.9M. The position accounts for 3.18% of the portfolio, ranked #13.

SoFi Wealth first reported a position in MUB in Q1 2022 and has held it in 17 quarters since. The position peaked at $68.8M in Q2 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • SoFi Wealth held 620,897 shares of iShares National Muni Bond ETF worth $65.9M as of Q1 2026.
  • SoFi Wealth sold 10,892 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.17M.
  • iShares National Muni Bond ETF made up 3.18% of SoFi Wealth's portfolio in Q1 2026, its #13 holding.
  • SoFi Wealth first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • SoFi Wealth's iShares National Muni Bond ETF position peaked at $68.8M in Q2 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on SoFi Wealth's 13F filing for Q1 2026, filed 5 May 2026.