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

WCG 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	$3.01M	Buy	28,338 +2,995	+12%	+$322K	0.08%	222
2025 Q4	$2.71M	Buy	25,343 +6,937	+38%	+$743K	0.08%	223
2025 Q3	$1.96M	Buy	+18,406	New	+$1.93M	0.12%	154
2025 Q1	–	Sell	-12,261	Closed	-$1.31M	–	313
2024 Q4	$1.31M	Buy	12,261 +1,506	+14%	+$162K	0.09%	182
2024 Q3	$1.17M	Buy	+10,755	New	+$1.16M	0.08%	209
2024 Q1	–	Sell	-10,838	Closed	-$1.18M	–	290
2023 Q4	$1.18M	Sell	10,838 -1,478	-12%	-$154K	0.09%	185
2023 Q3	$1.26M	Buy	12,316 +2,209	+22%	+$233K	0.09%	175
2023 Q2	$1.08M	Buy	+10,107	New	+$1.08M	0.13%	108
2023 Q1	–	Sell	-10,784	Closed	-$1.14M	–	163
2022 Q4	$1.14M	Buy	10,784 +1,120	+12%	+$117K	0.16%	98
2022 Q3	$991K	Buy	9,664 +1,643	+20%	+$175K	0.13%	125
2022 Q2	$853K	Buy	+8,021	New	+$856K	0.12%	134

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

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

WCG Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 12% in Q1 2026, buying an estimated $322K and bringing the position to 28,338 shares worth $3.01M. The position accounts for 0.08% of the portfolio, ranked #222.

WCG Wealth Advisors first reported a position in MUB in Q2 2022 and has held it in 11 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

WCG Wealth Advisors held 28,338 shares of iShares National Muni Bond ETF worth $3.01M as of Q1 2026.
WCG Wealth Advisors bought 2,995 iShares National Muni Bond ETF shares in Q1 2026, an estimated $322K.
iShares National Muni Bond ETF made up 0.08% of WCG Wealth Advisors's portfolio in Q1 2026, its #222 holding.
WCG Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 11 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.