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

Summit Wealth 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	$8.68M	Sell	81,731 -36	-0%	-$3.87K	1.99%	16
2025 Q4	$8.76M	Sell	81,767 -1,252	-2%	-$134K	2.04%	16
2025 Q3	$8.84M	Sell	83,019 -2,041	-2%	-$214K	2.14%	15
2025 Q2	$8.89M	Buy	85,060 +55,552	+188%	+$5.78M	2.28%	14
2025 Q1	$3.11M	Buy	29,508 +8,461	+40%	+$900K	0.91%	26
2024 Q4	$2.24M	Hold	21,047	–	–	0.65%	29
2024 Q3	$2.29M	Sell	21,047 -591	-3%	-$63.7K	0.66%	32
2024 Q2	$2.31M	Buy	+21,638	New	+$2.3M	0.69%	28
2023 Q3	–	Sell	-23,282	Closed	-$2.48M	–	59
2023 Q2	$2.48M	Sell	23,282 -2,421,770	-99%	-$259M	1.01%	17
2023 Q1	$23K	Buy	+2,445,052	New	+$261M	0.55%	29

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

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

Summit Wealth Group reduced its iShares National Muni Bond ETF (MUB) stake by 0.04% in Q1 2026, selling an estimated $3.87K and leaving 81,731 shares worth $8.68M. The position accounts for 1.99% of the portfolio, ranked #16.

Summit Wealth Group first reported a position in MUB in Q1 2023 and has held it in 10 quarters since. The position peaked at $8.89M in Q2 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Summit Wealth Group held 81,731 shares of iShares National Muni Bond ETF worth $8.68M as of Q1 2026.
Summit Wealth Group sold 36 iShares National Muni Bond ETF shares in Q1 2026, an estimated $3.87K.
iShares National Muni Bond ETF made up 1.99% of Summit Wealth Group's portfolio in Q1 2026, its #16 holding.
Summit Wealth Group first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 10 quarters since.
Summit Wealth Group's iShares National Muni Bond ETF position peaked at $8.89M in Q2 2025.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.