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Sound View Wealth Advisors Group’s iShares National Muni Bond ETF MUB Stock Holding History

Sound View Wealth Advisors Group’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 		$753K Sell
7,092
-512
-7% -$55.1K 0.05% 222
2025
Q4 		$814K Sell
7,604
-9
-0.1% -$964 0.05% 213
2025
Q3 		$811K Sell
7,613
-9
-0.1% -$942 0.06% 218
2025
Q2 		$796K Sell
7,622
-28
-0.4% -$2.91K 0.06% 214
2025
Q1 		$807K Sell
7,650
-9
-0.1% -$957 0.07% 206
2024
Q4 		$816K Sell
7,659
-431
-5% -$46.3K 0.07% 206
2024
Q3 		$879K Sell
8,090
-399
-5% -$43K 0.07% 197
2024
Q2 		$905K Buy
8,489
+155
+2% +$16.5K 0.09% 167
2024
Q1 		$897K Sell
8,334
-44
-0.5% -$4.75K 0.1% 176
2023
Q4 		$908K Sell
8,378
-1,000
-11% -$105K 0.1% 171
2023
Q3 		$962K Sell
9,378
-43
-0.5% -$4.54K 0.12% 145
2023
Q2 		$1.01M Sell
9,421
-120
-1% -$12.8K 0.13% 146
2023
Q1 		$1.03M Buy
9,541
+1,163
+14% +$124K 0.14% 140
2022
Q4 		$908K Sell
8,378
-5,790
-41% -$603K 0.1% 171
2022
Q3 		$1.45M Hold
14,168
– – 0.33% 77
2022
Q2 		$1.51M Hold
14,168
– – 0.32% 81
2022
Q1 		$1.55M Hold
14,168
– – 0.3% 86
2021
Q4 		$1.65M Hold
14,168
– – 0.31% 83
2021
Q3 		$1.65M Sell
14,168
-4,002
-22% -$469K 0.34% 74
2021
Q2 		$2.13M Hold
18,170
– – 0.45% 58
2021
Q1 		$2.11M Buy
18,170
+408
+2% +$47.6K 0.49% 56
2020
Q4 		$2.08M Sell
17,762
-750
-4% -$87.1K 0.51% 52
2020
Q3 		$2.15M Sell
18,512
-536
-3% -$62.3K 0.57% 50
2020
Q2 		$2.2M Sell
19,048
-264
-1% -$30K 0.62% 48
2020
Q1 		$2.18M Buy
19,312
+1,450
+8% +$166K 0.75% 44
2019
Q4 		$2.04M Buy
17,862
+4,000
+29% +$456K 0.57% 57
2019
Q3 		$1.58M Buy
13,862
+1,000
+8% +$114K 0.47% 67
2019
Q2 		$1.46M Buy
+12,862
New +$1.44M 0.43% 69

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

Sound View Wealth Advisors Group's MUB Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its iShares National Muni Bond ETF (MUB) stake by 6.7% in Q1 2026, selling an estimated $55.1K and leaving 7,092 shares worth $753K. The position accounts for 0.05% of the portfolio, ranked #222.

Sound View Wealth Advisors Group first reported a position in MUB in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.2M in Q2 2020. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Sound View Wealth Advisors Group held 7,092 shares of iShares National Muni Bond ETF worth $753K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 512 iShares National Muni Bond ETF shares in Q1 2026, an estimated $55.1K.
  • iShares National Muni Bond ETF made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #222 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares National Muni Bond ETF in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's iShares National Muni Bond ETF position peaked at $2.2M in Q2 2020.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.