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WBH Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

WBH Advisory’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 		$351K Sell
3,303
-85
-3% -$9.14K 0.03% 282
2025
Q4 		$363K Hold
3,388
– – 0.03% 273
2025
Q3 		$361K Sell
3,388
-432
-11% -$45.2K 0.03% 270
2025
Q2 		$399K Sell
3,820
-714
-16% -$74.2K 0.03% 254
2025
Q1 		$478K Sell
4,534
-2,526
-36% -$269K 0.04% 219
2024
Q4 		$752K Sell
7,060
-934
-12% -$100K 0.07% 178
2024
Q3 		$868K Sell
7,994
-4,863
-38% -$524K 0.08% 164
2024
Q2 		$1.37M Sell
12,857
-571
-4% -$60.8K 0.14% 121
2024
Q1 		$1.44M Buy
13,428
+903
+7% +$97.4K 0.15% 117
2023
Q4 		$1.36M Sell
12,525
-4,101
-25% -$429K 0.15% 120
2023
Q3 		$1.7M Sell
16,626
-1,102
-6% -$116K 0.21% 97
2023
Q2 		$1.89M Sell
17,728
-4,393
-20% -$470K 0.22% 92
2023
Q1 		$2.38M Buy
+22,121
New +$2.36M 0.3% 80
2022
Q3 		$881K Buy
8,586
+81
+1% +$8.61K 0.13% 147
2022
Q2 		$909K Sell
8,505
-691
-8% -$73.7K 0.12% 147
2022
Q1 		$982K Sell
9,196
-11,077
-55% -$1.25M 0.12% 148
2021
Q4 		$2.36M Buy
20,273
+9,551
+89% +$1.11M 0.27% 83
2021
Q3 		$1.25M Buy
10,722
+7,345
+218% +$861K 0.17% 123
2021
Q2 		$398K Buy
3,377
+600
+22% +$70.1K 0.06% 200
2021
Q1 		$322K Buy
2,777
+424
+18% +$49.5K 0.05% 223
2020
Q4 		$276K Hold
2,353
– – 0.05% 223
2020
Q3 		$273K Buy
2,353
+111
+5% +$12.9K 0.06% 209
2020
Q2 		$258K Hold
2,242
– – 0.06% 207
2020
Q1 		$253 Sell
2,242
-50
-2% -$5.71K 0.06% 195
2019
Q4 		$261K Hold
2,292
– – 0.05% 215
2019
Q3 		$261K Hold
2,292
– – 0.06% 214
2019
Q2 		$259K Buy
2,292
+50
+2% +$5.6K 0.06% 208
2019
Q1 		$249K Hold
2,242
– – 0.06% 209
2018
Q4 		$244 Buy
+2,242
New +$241K 0.06% 205

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

WBH Advisory's MUB Position: Q1 2026 in Review

WBH Advisory reduced its iShares National Muni Bond ETF (MUB) stake by 2.5% in Q1 2026, selling an estimated $9.14K and leaving 3,303 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #282.

WBH Advisory first reported a position in MUB in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.38M in Q1 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • WBH Advisory held 3,303 shares of iShares National Muni Bond ETF worth $351K as of Q1 2026.
  • WBH Advisory sold 85 iShares National Muni Bond ETF shares in Q1 2026, an estimated $9.14K.
  • iShares National Muni Bond ETF made up 0.03% of WBH Advisory's portfolio in Q1 2026, its #282 holding.
  • WBH Advisory first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • WBH Advisory's iShares National Muni Bond ETF position peaked at $2.38M in Q1 2023.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.