Twin Peaks Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Twin Peaks 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	$2.87K	Buy	+27	New	+$2.9K	﹤0.01%	1592
2025 Q3	–	Sell	-96	Closed	-$10K	–	1390
2025 Q2	$10K	Buy	+96	New	+$9.98K	﹤0.01%	935

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

Twin Peaks Wealth Advisors's MUB Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares National Muni Bond ETF (MUB) in Q1 2026: 27 shares worth $2.87K. The stake represents ﹤0.01% of the portfolio and ranks #1592 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MUB as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MUB in Q2 2025 and has held it in 2 quarters since. The position peaked at $10K in Q2 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Twin Peaks Wealth Advisors held 27 shares of iShares National Muni Bond ETF worth $2.87K as of Q1 2026.
iShares National Muni Bond ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
iShares National Muni Bond ETF made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1592 holding.
Twin Peaks Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's iShares National Muni Bond ETF position peaked at $10K in Q2 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.