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Wayfinding Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Wayfinding Financial’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 		$3.92M Buy
36,909
+6,426
+21% +$691K 1.7% 15
2025
Q4 		$3.27M Buy
30,483
+1,714
+6% +$184K 1.38% 19
2025
Q3 		$3.06M Sell
28,769
-347
-1% -$36.3K 1.32% 19
2025
Q2 		$3.03M Buy
29,116
+4,100
+16% +$426K 1.36% 19
2025
Q1 		$2.64M Buy
25,016
+1,802
+8% +$192K 1.16% 21
2024
Q4 		$2.47M Buy
23,214
+2,476
+12% +$266K 1.32% 20
2024
Q3 		$2.25M Buy
20,738
+971
+5% +$105K 1.67% 19
2024
Q2 		$2.11M Buy
19,767
+3,149
+19% +$335K 1.19% 19
2024
Q1 		$1.78M Buy
16,618
+1,009
+6% +$109K 1.04% 25
2023
Q4 		$1.69M Buy
+15,609
New +$1.63M 1.15% 22

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

Wayfinding Financial's MUB Position: Q1 2026 in Review

Wayfinding Financial increased its iShares National Muni Bond ETF (MUB) stake by 21% in Q1 2026, buying an estimated $691K and bringing the position to 36,909 shares worth $3.92M. The position accounts for 1.7% of the portfolio, ranked #15.

Wayfinding Financial first reported a position in MUB in Q4 2023 and has held it in 10 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Wayfinding Financial held 36,909 shares of iShares National Muni Bond ETF worth $3.92M as of Q1 2026.
  • Wayfinding Financial bought 6,426 iShares National Muni Bond ETF shares in Q1 2026, an estimated $691K.
  • iShares National Muni Bond ETF made up 1.7% of Wayfinding Financial's portfolio in Q1 2026, its #15 holding.
  • Wayfinding Financial first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.