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Visionary Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Visionary Wealth Advisors’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 		$6.21M Buy
58,494
+2,264
+4% +$243K 0.27% 96
2025
Q4 		$6.02M Buy
56,230
+18,935
+51% +$2.03M 0.27% 91
2025
Q3 		$3.97M Buy
37,295
+17,043
+84% +$1.78M 0.19% 124
2025
Q2 		$2.12M Sell
20,252
-332
-2% -$34.5K 0.11% 185
2025
Q1 		$2.17M Buy
20,584
+516
+3% +$54.9K 0.13% 162
2024
Q4 		$2.14M Buy
20,068
+221
+1% +$23.7K 0.13% 159
2024
Q3 		$2.16M Sell
19,847
-850
-4% -$91.6K 0.13% 166
2024
Q2 		$2.21M Sell
20,697
-1,867
-8% -$199K 0.14% 156
2024
Q1 		$2.43M Buy
22,564
+2,778
+14% +$300K 0.16% 149
2023
Q4 		$2.14M Buy
19,786
+4,334
+28% +$453K 0.16% 150
2023
Q3 		$1.58M Buy
15,452
+1,721
+13% +$182K 0.13% 164
2023
Q2 		$1.47M Sell
13,731
-2,163
-14% -$231K 0.12% 175
2023
Q1 		$1.71M Sell
15,894
-1,865
-11% -$199K 0.15% 146
2022
Q4 		$1.87M Sell
17,759
-11,613
-40% -$1.21M 0.17% 123
2022
Q3 		$3.01M Buy
29,372
+3,259
+12% +$346K 0.31% 86
2022
Q2 		$2.78M Sell
26,113
-21,656
-45% -$2.31M 0.25% 101
2022
Q1 		$5.24M Buy
47,769
+30,325
+174% +$3.42M 0.42% 61
2021
Q4 		$2.03M Buy
17,444
+2,334
+15% +$271K 0.17% 123
2021
Q3 		$1.75M Buy
15,110
+3,540
+31% +$415K 0.18% 110
2021
Q2 		$1.36M Buy
11,570
+5,026
+77% +$587K 0.14% 128
2021
Q1 		$759K Buy
6,544
+1,048
+19% +$122K 0.08% 163
2020
Q4 		$644K Buy
5,496
+543
+11% +$63.1K 0.07% 168
2020
Q3 		$574K Buy
4,953
+673
+16% +$78.2K 0.08% 148
2020
Q2 		$494K Buy
4,280
+922
+27% +$105K 0.08% 147
2020
Q1 		$379K Buy
3,358
+1,470
+78% +$168K 0.07% 140
2019
Q4 		$215K Buy
+1,888
New +$215K 0.04% 198

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

Visionary Wealth Advisors's MUB Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 4% in Q1 2026, buying an estimated $243K and bringing the position to 58,494 shares worth $6.21M. The position accounts for 0.27% of the portfolio, ranked #96.

Visionary Wealth Advisors first reported a position in MUB in Q4 2019 and has held it in 26 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Visionary Wealth Advisors held 58,494 shares of iShares National Muni Bond ETF worth $6.21M as of Q1 2026.
  • Visionary Wealth Advisors bought 2,264 iShares National Muni Bond ETF shares in Q1 2026, an estimated $243K.
  • iShares National Muni Bond ETF made up 0.27% of Visionary Wealth Advisors's portfolio in Q1 2026, its #96 holding.
  • Visionary Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.