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

Stratos Wealth Partners’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	$26.1M	Sell	246,280 -13,708	-5%	-$1.47M	0.3%	65
2025 Q4	$27.8M	Buy	259,988 +31,052	+14%	+$3.32M	0.31%	63
2025 Q3	$24.4M	Sell	228,936 -7,420	-3%	-$777K	0.29%	70
2025 Q2	$24.7M	Sell	236,356 -10,923	-4%	-$1.14M	0.33%	57
2025 Q1	$26.1M	Buy	247,279 +31,791	+15%	+$3.38M	0.4%	51
2024 Q4	$23M	Buy	215,488 +14,153	+7%	+$1.52M	0.32%	61
2024 Q3	$21.9M	Sell	201,335 -9,581	-5%	-$1.03M	0.32%	60
2024 Q2	$22.5M	Buy	210,916 +12,822	+6%	+$1.37M	0.36%	48
2024 Q1	$21.3M	Sell	198,094 -162	-0.1%	-$17.5K	0.35%	49
2023 Q4	$21.5M	Buy	198,256 +80,707	+69%	+$8.43M	0.4%	41
2023 Q3	$12.1M	Buy	117,549 +26,925	+30%	+$2.84M	0.26%	77
2023 Q2	$9.67M	Buy	90,624 +1,975	+2%	+$211K	0.22%	99
2023 Q1	$9.55M	Sell	88,649 -11,939	-12%	-$1.28M	0.25%	83
2022 Q4	$10.6M	Buy	100,588 +76,471	+317%	+$7.97M	0.27%	77
2022 Q3	$2.47M	Sell	24,117 -7,549	-24%	-$803K	0.07%	267
2022 Q2	$3.37M	Buy	31,666 +3,459	+12%	+$369K	0.08%	223
2022 Q1	$3.09M	Sell	28,207 -5,593	-17%	-$631K	0.07%	263
2021 Q4	$3.93M	Buy	33,800 +11,767	+53%	+$1.37M	0.09%	224
2021 Q3	$2.56M	Buy	22,033 +168	+0.8%	+$19.7K	0.07%	273
2021 Q2	$2.56M	Buy	21,865 +310	+1%	+$36.2K	0.06%	277
2021 Q1	$2.5M	Buy	21,555 +336	+2%	+$39.2K	0.07%	255
2020 Q4	$2.49M	Sell	21,219 -5,337	-20%	-$620K	0.07%	246
2020 Q3	$3.08M	Sell	26,556 -2,642	-9%	-$307K	0.1%	209
2020 Q2	$3.37M	Buy	29,198 +4,942	+20%	+$561K	0.12%	180
2020 Q1	$2.74M	Sell	24,256 -1,392	-5%	-$159K	0.13%	167
2019 Q4	$2.92M	Buy	25,648 +4,076	+19%	+$464K	0.11%	190
2019 Q3	$2.46M	Sell	21,572 -8,743	-29%	-$997K	0.11%	207
2019 Q2	$3.43M	Sell	30,315 -487	-2%	-$54.5K	0.15%	151
2019 Q1	$3.42M	Sell	30,802 -2,188	-7%	-$240K	0.15%	151
2018 Q4	$3.6M	Sell	32,990 -5,810	-15%	-$625K	0.19%	119
2018 Q3	$4.19M	Buy	38,800 +1,862	+5%	+$202K	0.19%	110
2018 Q2	$4.03M	Sell	36,938 -2,942	-7%	-$319K	0.18%	117
2018 Q1	$4.34M	Buy	39,880 +2,176	+6%	+$237K	0.18%	117
2017 Q4	$4.17M	Sell	37,704 -1,033	-3%	-$114K	0.19%	116
2017 Q3	$4.29M	Sell	38,737 -291	-0.7%	-$32.3K	0.2%	109
2017 Q2	$4.3M	Sell	39,028 -4,918	-11%	-$541K	0.22%	103
2017 Q1	$4.79M	Sell	43,946 -34,978	-44%	-$3.79M	0.27%	80
2016 Q4	$8.54M	Sell	78,924 -3,454	-4%	-$378K	0.53%	42
2016 Q3	$9.29M	Buy	82,378 +16,418	+25%	+$1.86M	0.63%	34
2016 Q2	$7.51M	Buy	65,960 +16,165	+32%	+$1.82M	0.56%	35
2016 Q1	$5.56M	Buy	49,795 +241	+0.5%	+$26.8K	0.48%	40
2015 Q4	$5.49M	Buy	49,554 +920	+2%	+$101K	0.46%	41
2015 Q3	$5.33M	Buy	48,634 +2,852	+6%	+$310K	0.67%	26
2015 Q2	$4.95M	Buy	45,782 +14,044	+44%	+$1.53M	0.64%	24
2015 Q1	$3.51M	Buy	31,738 +29,317	+1,211%	+$3.24M	0.42%	48
2014 Q4	$267K	Sell	2,421 -34,388	-93%	-$3.78M	0.05%	377
2014 Q3	$4.04M	Buy	+36,809	New	+$4.01M	0.95%	17

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

Stratos Wealth Partners's MUB Position: Q1 2026 in Review

Stratos Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 5.3% in Q1 2026, selling an estimated $1.47M and leaving 246,280 shares worth $26.1M. The position accounts for 0.3% of the portfolio, ranked #65.

Stratos Wealth Partners first reported a position in MUB in Q3 2014 and has held it in 47 quarters since. The position peaked at $27.8M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Stratos Wealth Partners held 246,280 shares of iShares National Muni Bond ETF worth $26.1M as of Q1 2026.
Stratos Wealth Partners sold 13,708 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.47M.
iShares National Muni Bond ETF made up 0.3% of Stratos Wealth Partners's portfolio in Q1 2026, its #65 holding.
Stratos Wealth Partners first reported a position in iShares National Muni Bond ETF in Q3 2014 and has held it in 47 quarters since.
Stratos Wealth Partners's iShares National Muni Bond ETF position peaked at $27.8M in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.