Tradition Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Tradition Wealth Management’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	$740K	Buy	6,969 +299	+4%	+$32.1K	0.05%	231
2025 Q4	$714K	Buy	6,670 +1,469	+28%	+$157K	0.05%	234
2025 Q3	$554K	Hold	5,201	–	–	0.04%	265
2025 Q2	$543K	Sell	5,201 -95	-2%	-$9.88K	0.04%	253
2025 Q1	$558K	Hold	5,296	–	–	0.05%	233
2024 Q4	$564K	Sell	5,296 -300	-5%	-$32.2K	0.05%	230
2024 Q3	$608K	Sell	5,596 -300	-5%	-$32.3K	0.05%	216
2024 Q2	$628K	Sell	5,896 -357	-6%	-$38K	0.06%	196
2024 Q1	$673K	Buy	6,253 +614	+11%	+$66.3K	0.07%	177
2023 Q4	$611K	Buy	5,639 +5,560	+7,038%	+$581K	0.06%	157
2023 Q3	$8K	Sell	79 -328	-81%	-$34.6K	﹤0.01%	1067
2023 Q2	$43K	Buy	407 +381	+1,465%	+$40.7K	0.01%	671
2023 Q1	$3K	Buy	+26	New	+$2.78K	﹤0.01%	1256
2022 Q3	–	Sell	-261	Closed	-$28K	–	1203
2022 Q2	$28K	Buy	+261	New	+$27.9K	﹤0.01%	586

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

Tradition Wealth Management's MUB Position: Q1 2026 in Review

Tradition Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 4.5% in Q1 2026, buying an estimated $32.1K and bringing the position to 6,969 shares worth $740K. The position accounts for 0.05% of the portfolio, ranked #231.

Tradition Wealth Management first reported a position in MUB in Q2 2022 and has held it in 14 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Tradition Wealth Management held 6,969 shares of iShares National Muni Bond ETF worth $740K as of Q1 2026.
Tradition Wealth Management bought 299 iShares National Muni Bond ETF shares in Q1 2026, an estimated $32.1K.
iShares National Muni Bond ETF made up 0.05% of Tradition Wealth Management's portfolio in Q1 2026, its #231 holding.
Tradition Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 14 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

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