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

TritonPoint 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	$499K	Buy	+4,697	New	+$505K	0.05%	176
2025 Q4	–	Sell	-4,905	Closed	-$522K	–	324
2025 Q3	$522K	Sell	4,905 -14	-0.3%	-$1.47K	0.04%	215
2025 Q2	$514K	Sell	4,919 -446	-8%	-$46.4K	0.05%	209
2025 Q1	$566K	Buy	5,365 +1,795	+50%	+$191K	0.05%	200
2024 Q4	$380K	Sell	3,570 -433	-11%	-$46.5K	0.03%	240
2024 Q3	$435K	Sell	4,003 -1,240	-24%	-$134K	0.04%	225
2024 Q2	$559K	Buy	5,243 +277	+6%	+$29.5K	0.05%	190
2024 Q1	$686K	Sell	4,966 -1,591	-24%	-$172K	0.07%	169
2023 Q4	$711K	Buy	+6,557	New	+$685K	0.07%	171

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 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 San Diego, California $376B 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 San Francisco, California $501B 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 New York $1.66T AUM 25.57% 1-Year Est. Return