Strategic Family Wealth Counselors’s iShares National Muni Bond ETF MUB Stock Holding History

Strategic Family Wealth Counselors’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	$587K	Buy	5,527 +1	+0%	+$108	0.15%	91
2025 Q4	$593K	Hold	5,526	–	–	0.13%	102
2025 Q3	$588K	Hold	5,526	–	–	0.15%	91
2025 Q2	$577K	Buy	5,526 +1	+0%	+$104	0.16%	85
2025 Q1	$583K	Hold	5,525	–	–	0.19%	79
2024 Q4	$589K	Buy	5,525 +36	+0.7%	+$3.87K	0.19%	74
2024 Q3	$596K	Hold	5,489	–	–	0.21%	69
2024 Q2	$585K	Sell	5,489 -1,150	-17%	-$122K	0.22%	65
2024 Q1	$714K	Sell	6,639 -1,150	-15%	-$124K	0.28%	54
2023 Q4	$844K	Buy	7,789 +2,300	+42%	+$240K	0.35%	51
2023 Q3	$563K	Hold	5,489	–	–	0.27%	51
2023 Q2	$586K	Sell	5,489 -200	-4%	-$21.4K	0.27%	51
2023 Q1	$613K	Hold	5,689	–	–	0.29%	49
2022 Q4	$600K	Buy	+5,689	New	+$593K	0.3%	52

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 $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Strategic Family Wealth Counselors's MUB Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its iShares National Muni Bond ETF (MUB) stake by 0.02% in Q1 2026, buying an estimated $108 and bringing the position to 5,527 shares worth $587K. The position accounts for 0.15% of the portfolio, ranked #91.

Strategic Family Wealth Counselors first reported a position in MUB in Q4 2022 and has held it in 14 quarters since. The position peaked at $844K in Q4 2023. 1,626 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Strategic Family Wealth Counselors held 5,527 shares of iShares National Muni Bond ETF worth $587K as of Q1 2026.
Strategic Family Wealth Counselors bought 1 iShares National Muni Bond ETF share in Q1 2026, an estimated $108.
iShares National Muni Bond ETF made up 0.15% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #91 holding.
Strategic Family Wealth Counselors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Family Wealth Counselors's iShares National Muni Bond ETF position peaked at $844K in Q4 2023.
1,626 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.