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Turning Point Benefit Group’s iShares National Muni Bond ETF MUB Stock Holding History

Turning Point Benefit 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 		– Sell
-218
Closed -$23.4K – 539
2025
Q4 		$23.4K Sell
218
-24
-10% -$2.57K 0.01% 184
2025
Q3 		$25.7K Buy
+242
New +$25.3K 0.02% 170

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

Turning Point Benefit Group's MUB Position: Q1 2026 in Review

Turning Point Benefit Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 218 shares — an estimated $23.4K sold.

Turning Point Benefit Group first reported a position in MUB in Q3 2025 and held it in 2 quarters. The position peaked at $25.7K in Q3 2025. 1,629 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Turning Point Benefit Group reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 218 iShares National Muni Bond ETF shares in Q1 2026, an estimated $23.4K.
  • Turning Point Benefit Group first reported a position in iShares National Muni Bond ETF in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's iShares National Muni Bond ETF position peaked at $25.7K in Q3 2025.
  • 1,629 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.