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

Stone Summit 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 		$838K Sell
7,896
-103
-1% -$11.1K 0.23% 71
2025
Q4 		$857K Sell
7,999
-144
-2% -$15.4K 0.23% 70
2025
Q3 		$867K Sell
8,143
-673
-8% -$70.4K 0.25% 70
2025
Q2 		$921K Sell
8,816
-2,860
-24% -$297K 0.29% 75
2025
Q1 		$1.23M Sell
11,676
-140
-1% -$14.9K 0.42% 66
2024
Q4 		$1.26M Sell
11,816
-52
-0.4% -$5.59K 0.42% 64
2024
Q3 		$1.29M Sell
11,868
-57
-0.5% -$6.14K 0.42% 67
2024
Q2 		$1.27M Sell
11,925
-98
-0.8% -$10.4K 0.46% 63
2024
Q1 		$1.29M Buy
12,023
+137
+1% +$14.8K 0.45% 63
2023
Q4 		$1.29M Sell
11,886
-4,756
-29% -$497K 0.49% 64
2023
Q3 		$1.71M Buy
16,642
+6,198
+59% +$654K 0.73% 48
2023
Q2 		$1.11M Buy
10,444
+1,658
+19% +$177K 0.46% 64
2023
Q1 		$947K Buy
8,786
+1,921
+28% +$205K 0.42% 66
2022
Q4 		$724K Sell
6,865
-719
-9% -$74.9K 0.36% 76
2022
Q3 		$778K Buy
7,584
+2,731
+56% +$290K 0.48% 61
2022
Q2 		$516K Sell
4,853
-1,657
-25% -$177K 0.31% 80
2022
Q1 		$712K Sell
6,510
-377
-5% -$42.5K 0.4% 71
2021
Q4 		$799K Buy
+6,887
New +$800K 0.65% 58

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

Stone Summit Wealth's MUB Position: Q1 2026 in Review

Stone Summit Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 1.3% in Q1 2026, selling an estimated $11.1K and leaving 7,896 shares worth $838K. The position accounts for 0.23% of the portfolio, ranked #71.

Stone Summit Wealth first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.71M in Q3 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Stone Summit Wealth held 7,896 shares of iShares National Muni Bond ETF worth $838K as of Q1 2026.
  • Stone Summit Wealth sold 103 iShares National Muni Bond ETF shares in Q1 2026, an estimated $11.1K.
  • iShares National Muni Bond ETF made up 0.23% of Stone Summit Wealth's portfolio in Q1 2026, its #71 holding.
  • Stone Summit Wealth first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Stone Summit Wealth's iShares National Muni Bond ETF position peaked at $1.71M in Q3 2023.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.