Vermillion & White Wealth Management Group’s iShares National Muni Bond ETF MUB Stock Holding History

Vermillion & White Wealth Management 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	-40	Closed	-$4.28K	–	357
2025 Q4	$4.28K	Hold	40	–	–	﹤0.01%	435
2025 Q3	$4.26K	Hold	40	–	–	﹤0.01%	445
2025 Q2	$41.8K	Hold	40	–	–	0.03%	154
2025 Q1	$4.22K	Hold	40	–	–	﹤0.01%	375
2024 Q4	$4.26K	Hold	40	–	–	﹤0.01%	289
2024 Q3	$4.34K	Hold	40	–	–	﹤0.01%	267
2024 Q2	$4.26K	Buy	+40	New	+$4.26K	﹤0.01%	275

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vermillion & White Wealth Management Group's MUB Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 40 shares — an estimated $4.28K sold.

Vermillion & White Wealth Management Group first reported a position in MUB in Q2 2024 and held it in 7 quarters. The position peaked at $41.8K in Q2 2025. 1,629 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 40 iShares National Muni Bond ETF shares in Q1 2026, an estimated $4.28K.
Vermillion & White Wealth Management Group first reported a position in iShares National Muni Bond ETF in Q2 2024 and held it in 7 quarters.
Vermillion & White Wealth Management Group's iShares National Muni Bond ETF position peaked at $41.8K in Q2 2025.
1,629 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.