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Surience Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Surience Private 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 		$1.65M Buy
15,508
+13,386
+631% +$1.44M 1.77% 19
2025
Q4 		$227K Buy
+2,122
New +$227K 0.24% 30

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

Surience Private Wealth's MUB Position: Q1 2026 in Review

Surience Private Wealth increased its iShares National Muni Bond ETF (MUB) stake by 631% in Q1 2026, buying an estimated $1.44M and bringing the position to 15,508 shares worth $1.65M. The position accounts for 1.77% of the portfolio, ranked #19.

Surience Private Wealth first reported a position in MUB in Q4 2025 and has held it in 2 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Surience Private Wealth held 15,508 shares of iShares National Muni Bond ETF worth $1.65M as of Q1 2026.
  • Surience Private Wealth bought 13,386 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.44M.
  • iShares National Muni Bond ETF made up 1.77% of Surience Private Wealth's portfolio in Q1 2026, its #19 holding.
  • Surience Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.