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

TRUE Private Wealth Advisors’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 		– Sell
-2,803
Closed -$300K – 274
2025
Q4 		$300K Hold
2,803
– – 0.03% 209
2025
Q3 		$298K Hold
2,803
– – 0.03% 211
2025
Q2 		$293K Sell
2,803
-421
-13% -$43.8K 0.03% 207
2025
Q1 		$340K Sell
3,224
-133
-4% -$14.1K 0.04% 170
2024
Q4 		$358K Sell
3,357
-301
-8% -$32.3K 0.04% 160
2024
Q3 		$397K Sell
3,658
-468
-11% -$50.4K 0.05% 140
2024
Q2 		$440K Sell
4,126
-1,507
-27% -$160K 0.05% 174
2024
Q1 		$606K Sell
5,633
-1,222
-18% -$132K 0.07% 142
2023
Q4 		$743K Sell
6,855
-3,518
-34% -$368K 0.09% 112
2023
Q3 		$1.06M Buy
10,373
+7,570
+270% +$798K 0.15% 87
2023
Q2 		$299K Hold
2,803
– – 0.04% 171
2023
Q1 		$302K Sell
2,803
-326
-10% -$34.8K 0.04% 168
2022
Q4 		$330K Hold
3,129
– – 0.05% 154
2022
Q3 		$320K Hold
3,129
– – 0.05% 144
2022
Q2 		$332K Hold
3,129
– – 0.05% 149
2022
Q1 		$332K Sell
3,129
-12,939
-81% -$1.46M 0.05% 163
2021
Q4 		$1.87M Buy
16,068
+3,200
+25% +$372K 0.27% 60
2021
Q3 		$1.49M Buy
12,868
+358
+3% +$42K 0.22% 71
2021
Q2 		$1.47M Buy
12,510
+2,935
+31% +$343K 0.22% 71
2021
Q1 		$1.11M Sell
9,575
-166,648
-95% -$19.4M 0.18% 77
2020
Q4 		$20.7M Buy
176,223
+4,747
+3% +$551K 3.46% 7
2020
Q3 		$19.9M Buy
+171,476
New +$19.9M 3.4% 7

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TRUE Private Wealth Advisors's MUB Position: Q1 2026 in Review

TRUE Private Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 2,803 shares — an estimated $300K sold.

TRUE Private Wealth Advisors first reported a position in MUB in Q3 2020 and held it in 22 quarters. The position peaked at $20.7M in Q4 2020. 1,629 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • TRUE Private Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 2,803 iShares National Muni Bond ETF shares in Q1 2026, an estimated $300K.
  • TRUE Private Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2020 and held it in 22 quarters.
  • TRUE Private Wealth Advisors's iShares National Muni Bond ETF position peaked at $20.7M in Q4 2020.
  • 1,629 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.