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

Strategies Wealth Advisors’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	$2.73M	Buy	25,755 +215	+0.8%	+$23.1K	0.27%	33
2025 Q4	$2.74M	Buy	25,540 +331	+1%	+$35.4K	0.27%	31
2025 Q3	$2.68M	Sell	25,209 -1,305	-5%	-$137K	0.28%	30
2025 Q2	$2.77M	Buy	26,514 +6,639	+33%	+$690K	0.3%	31
2025 Q1	$2.1M	Sell	19,875 -210	-1%	-$22.3K	0.26%	37
2024 Q4	$2.14M	Sell	20,085 -5,984	-23%	-$643K	0.27%	35
2024 Q3	$2.83M	Sell	26,069 -5,357	-17%	-$577K	0.38%	28
2024 Q2	$3.35M	Sell	31,426 -221	-0.7%	-$23.5K	0.49%	26
2024 Q1	$3.41M	Sell	31,647 -11,983	-27%	-$1.29M	0.52%	24
2023 Q4	$4.73M	Buy	43,630 +12,459	+40%	+$1.3M	0.81%	20
2023 Q3	$3.2M	Buy	31,171 +1,065	+4%	+$112K	0.63%	26
2023 Q2	$3.21M	Sell	30,106 -1,249	-4%	-$134K	0.66%	24
2023 Q1	$3.38M	Sell	31,355 -5,425	-15%	-$580K	0.74%	23
2022 Q4	$3.88M	Buy	+36,780	New	+$3.83M	0.96%	21
2022 Q2	$2.25M	Buy	21,151 +18,682	+757%	+$1.99M	0.65%	24
2022 Q1	$271K	Sell	2,469 -219	-8%	-$24.7K	0.07%	73
2021 Q4	$313K	Buy	+2,688	New	+$312K	0.09%	66

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

Strategies Wealth Advisors's MUB Position: Q1 2026 in Review

Strategies Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 0.84% in Q1 2026, buying an estimated $23.1K and bringing the position to 25,755 shares worth $2.73M. The position accounts for 0.27% of the portfolio, ranked #33.

Strategies Wealth Advisors first reported a position in MUB in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.73M in Q4 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Strategies Wealth Advisors held 25,755 shares of iShares National Muni Bond ETF worth $2.73M as of Q1 2026.
Strategies Wealth Advisors bought 215 iShares National Muni Bond ETF shares in Q1 2026, an estimated $23.1K.
iShares National Muni Bond ETF made up 0.27% of Strategies Wealth Advisors's portfolio in Q1 2026, its #33 holding.
Strategies Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 17 quarters since.
Strategies Wealth Advisors's iShares National Muni Bond ETF position peaked at $4.73M in Q4 2023.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.