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Vise Technologies’s iShares National Muni Bond ETF MUB Stock Holding History

Vise Technologies’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 		$18.4M Hold
171,813
– – 0.36% 51
2025
Q4 		$18.4M Buy
171,813
+54,947
+47% +$5.88M 0.36% 51
2025
Q3 		$12.4M Buy
116,866
+27,751
+31% +$2.9M 0.46% 41
2025
Q2 		$9.31M Buy
+89,115
New +$9.27M 0.38% 47
2024
Q4 		$2.83M Sell
26,542
-4,913
-16% -$528K 0.24% 84
2024
Q3 		$3.42M Buy
31,455
+183
+0.6% +$19.7K 0.43% 50
2024
Q2 		$3.33M Buy
31,272
+1,777
+6% +$189K 0.58% 39
2024
Q1 		$3.17M Sell
29,495
-4,560
-13% -$492K 0.63% 40
2023
Q4 		$3.69M Buy
34,055
+1,164
+4% +$122K 0.79% 30
2023
Q3 		$3.37M Buy
32,891
+8,683
+36% +$916K 0.83% 29
2023
Q2 		$2.58M Buy
24,208
+851
+4% +$91K 0.63% 36
2023
Q1 		$2.52M Buy
23,357
+2,561
+12% +$274K 0.66% 35
2022
Q4 		$2.19M Sell
20,796
-2,317
-10% -$241K 0.69% 32
2022
Q3 		$2.37M Buy
23,113
+4,086
+21% +$434K 0.89% 24
2022
Q2 		$2.02M Buy
19,027
+12,551
+194% +$1.34M 0.79% 24
2022
Q1 		$710K Sell
6,476
-33,106
-84% -$3.74M 0.27% 93
2021
Q4 		$4.6M Buy
+39,582
New +$4.6M 1.25% 25

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

Vise Technologies's MUB Position: Q1 2026 in Review

Vise Technologies held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 171,813 shares worth $18.4M. The position accounts for 0.36% of the portfolio, ranked #51.

Vise Technologies first reported a position in MUB in Q4 2021 and has held it in 17 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Vise Technologies held 171,813 shares of iShares National Muni Bond ETF worth $18.4M as of Q1 2026.
  • Vise Technologies left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
  • iShares National Muni Bond ETF made up 0.36% of Vise Technologies's portfolio in Q1 2026, its #51 holding.
  • Vise Technologies first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.