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

Valley Wealth Managers’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 		$10.1K Hold
95
– – ﹤0.01% 274
2025
Q4 		$10.2K Hold
95
– – ﹤0.01% 285
2025
Q3 		$10.1K Hold
95
– – ﹤0.01% 262
2025
Q2 		$9.93K Sell
95
-24
-20% -$2.5K ﹤0.01% 250
2025
Q1 		$12.5K Sell
119
-38
-24% -$4.04K ﹤0.01% 266
2024
Q4 		$16.7K Hold
157
– – ﹤0.01% 270
2024
Q3 		$17.1K Hold
157
– – ﹤0.01% 274
2024
Q2 		$16.7K Sell
157
-325
-67% -$34.6K ﹤0.01% 273
2024
Q1 		$51.9K Hold
482
– – ﹤0.01% 213
2023
Q4 		$52.3K Buy
482
+95
+25% +$9.93K ﹤0.01% 214
2023
Q3 		$39.7K Sell
387
-293
-43% -$30.9K ﹤0.01% 229
2023
Q2 		$72.6K Sell
680
-43
-6% -$4.6K 0.01% 193
2023
Q1 		$77.9K Sell
723
-65
-8% -$6.95K 0.01% 197
2022
Q4 		$83.2K Sell
788
-2,149
-73% -$224K 0.01% 200
2022
Q3 		$302K Sell
2,937
-1,275
-30% -$136K 0.03% 136
2022
Q2 		$448K Buy
+4,212
New +$449K 0.04% 131

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

Valley Wealth Managers's MUB Position: Q1 2026 in Review

Valley Wealth Managers held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 95 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Valley Wealth Managers first reported a position in MUB in Q2 2022 and has held it in 16 quarters since. The position peaked at $448K in Q2 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Valley Wealth Managers held 95 shares of iShares National Muni Bond ETF worth $10.1K as of Q1 2026.
  • Valley Wealth Managers left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #274 holding.
  • Valley Wealth Managers first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 16 quarters since.
  • Valley Wealth Managers's iShares National Muni Bond ETF position peaked at $448K in Q2 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.