RAFFA WEALTH MANAGEMENT, LLC’s iShares National Muni Bond ETF MUB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	-579	Closed	-$62K	–	1528
2025 Q4	$62K	Buy	579 +6	+1%	+$642	0.01%	148
2025 Q3	$61K	Buy	+573	New	+$60K	0.01%	148
2023 Q2	–	Sell	-375	Closed	-$40.4K	–	1081
2023 Q1	$40.4K	Buy	375 +2	+0.5%	+$214	0.01%	161
2022 Q4	$39.4K	Buy	373 +3	+0.8%	+$313	0.02%	156
2022 Q3	$38K	Buy	370 +2	+0.5%	+$213	0.02%	155
2022 Q2	$39.2K	Buy	368 +1	+0.3%	+$107	0.02%	157
2022 Q1	$40.2K	Buy	367 +1	+0.3%	+$113	0.02%	163
2021 Q4	$42.5K	Buy	366 +3	+0.8%	+$348	0.01%	164
2021 Q3	$42.2K	Buy	363 +1	+0.3%	+$117	0.01%	144
2021 Q2	$42.4K	Buy	362 +2	+0.6%	+$234	0.01%	149
2021 Q1	$41.8K	Buy	+360	New	+$42K	0.01%	145

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

RAFFA WEALTH MANAGEMENT, LLC's MUB Position: Q1 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 579 shares — an estimated $62K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MUB in Q1 2021 and held it in 11 quarters. The position peaked at $62K in Q4 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 579 iShares National Muni Bond ETF shares in Q1 2026, an estimated $62K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares National Muni Bond ETF in Q1 2021 and held it in 11 quarters.
RAFFA WEALTH MANAGEMENT, LLC's iShares National Muni Bond ETF position peaked at $62K in Q4 2025.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q1 2026, filed 27 Jul 2026.