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Ullmann Wealth Partners Group’s iShares National Muni Bond ETF MUB Stock Holding History

Ullmann Wealth Partners 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 		$9.6M Sell
90,395
-3,568
-4% -$384K 1% 20
2025
Q4 		$10.1M Hold
93,963
– – 1.05% 21
2025
Q3 		$10M Sell
93,963
-68
-0.1% -$7.12K 1.09% 19
2025
Q2 		$9.82M Buy
94,031
+58,092
+162% +$6.04M 1.16% 18
2025
Q1 		$3.79M Buy
35,939
+5,068
+16% +$539K 0.5% 29
2024
Q4 		$3.29M Buy
30,871
+1,073
+4% +$115K 0.42% 30
2024
Q3 		$3.24M Sell
29,798
-434
-1% -$46.8K 0.42% 29
2024
Q2 		$3.22M Buy
30,232
+5,145
+21% +$548K 0.46% 30
2024
Q1 		$2.7M Buy
25,087
+234
+0.9% +$25.3K 0.4% 29
2023
Q4 		$2.69M Buy
24,853
+17,020
+217% +$1.78M 0.44% 29
2023
Q3 		$803K Buy
7,833
+1,835
+31% +$194K 0.15% 43
2023
Q2 		$640K Buy
5,998
+24
+0.4% +$2.56K 0.13% 52
2023
Q1 		$644K Sell
5,974
-233
-4% -$24.9K 0.15% 46
2022
Q4 		$655K Buy
6,207
+42
+0.7% +$4.38K 0.16% 42
2022
Q3 		$632K Sell
6,165
-5,153
-46% -$548K 0.17% 42
2022
Q2 		$1.2M Buy
+11,318
New +$1.21M 0.33% 32
2021
Q4 		– Sell
-2,000
Closed -$232K – 90
2021
Q3 		$232K Buy
+2,000
New +$234K 0.09% 75

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
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
LPL Financial San Diego, California $377B 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
Wells Fargo San Francisco, California $530B 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ullmann Wealth Partners Group's MUB Position: Q1 2026 in Review

Ullmann Wealth Partners Group reduced its iShares National Muni Bond ETF (MUB) stake by 3.8% in Q1 2026, selling an estimated $384K and leaving 90,395 shares worth $9.6M. The position accounts for 1% of the portfolio, ranked #20.

Ullmann Wealth Partners Group first reported a position in MUB in Q3 2021 and has held it in 17 quarters since. The position peaked at $10.1M in Q4 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Ullmann Wealth Partners Group held 90,395 shares of iShares National Muni Bond ETF worth $9.6M as of Q1 2026.
  • Ullmann Wealth Partners Group sold 3,568 iShares National Muni Bond ETF shares in Q1 2026, an estimated $384K.
  • iShares National Muni Bond ETF made up 1% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #20 holding.
  • Ullmann Wealth Partners Group first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • Ullmann Wealth Partners Group's iShares National Muni Bond ETF position peaked at $10.1M in Q4 2025.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.