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

Vericrest Private Wealth’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	$1.56M	Sell	14,710 -1,377	-9%	-$148K	1.4%	19
2025 Q4	$1.72M	Buy	+16,087	New	+$1.72M	1.53%	18
2022 Q2	$3.4M	Sell	31,945 -1,574	-5%	-$168K	4.17%	5
2022 Q1	$3.67M	Sell	33,519 -8,807	-21%	-$994K	3.82%	7
2021 Q4	$4.92M	Buy	+42,326	New	+$4.91M	4.56%	5

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

Vericrest Private Wealth's MUB Position: Q1 2026 in Review

Vericrest Private Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 8.6% in Q1 2026, selling an estimated $148K and leaving 14,710 shares worth $1.56M. The position accounts for 1.4% of the portfolio, ranked #19.

Vericrest Private Wealth first reported a position in MUB in Q4 2021 and has held it in 5 quarters since. The position peaked at $4.92M in Q4 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Vericrest Private Wealth held 14,710 shares of iShares National Muni Bond ETF worth $1.56M as of Q1 2026.
Vericrest Private Wealth sold 1,377 iShares National Muni Bond ETF shares in Q1 2026, an estimated $148K.
iShares National Muni Bond ETF made up 1.4% of Vericrest Private Wealth's portfolio in Q1 2026, its #19 holding.
Vericrest Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 5 quarters since.
Vericrest Private Wealth's iShares National Muni Bond ETF position peaked at $4.92M in Q4 2021.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.