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

Wealth Advisory Solutions’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	$7.06M	Sell	66,482 -23,676	-26%	-$2.55M	1.57%	15
2025 Q4	$9.66M	Buy	90,158 +7,500	+9%	+$803K	2.25%	12
2025 Q3	$8.8M	Buy	82,658 +178	+0.2%	+$18.6K	2.13%	12
2025 Q2	$8.62M	Buy	82,480 +2,155	+3%	+$224K	2.18%	11
2025 Q1	$8.47M	Buy	+80,325	New	+$8.54M	2.24%	10
2021 Q3	$803K	Sell	6,915 -5,035	-42%	-$590K	0.18%	90
2021 Q2	$1.4M	Sell	11,950 -1,400	-10%	-$164K	0.33%	76
2021 Q1	$2K	Buy	13,350 +8,952	+204%	+$1.04M	﹤0.01%	110
2020 Q4	$515K	Hold	4,398	–	–	0.14%	92
2020 Q3	$509K	Hold	4,398	–	–	0.14%	107
2020 Q2	$507K	Buy	4,398 +200	+5%	+$22.7K	0.14%	110
2020 Q1	$474K	Buy	4,198 +398	+10%	+$45.4K	0.16%	102
2019 Q4	$433K	Buy	+3,800	New	+$433K	0.11%	127

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

Wealth Advisory Solutions's MUB Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its iShares National Muni Bond ETF (MUB) stake by 26% in Q1 2026, selling an estimated $2.55M and leaving 66,482 shares worth $7.06M. The position accounts for 1.57% of the portfolio, ranked #15.

Wealth Advisory Solutions first reported a position in MUB in Q4 2019 and has held it in 13 quarters since. The position peaked at $9.66M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Wealth Advisory Solutions held 66,482 shares of iShares National Muni Bond ETF worth $7.06M as of Q1 2026.
Wealth Advisory Solutions sold 23,676 iShares National Muni Bond ETF shares in Q1 2026, an estimated $2.55M.
iShares National Muni Bond ETF made up 1.57% of Wealth Advisory Solutions's portfolio in Q1 2026, its #15 holding.
Wealth Advisory Solutions first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 13 quarters since.
Wealth Advisory Solutions's iShares National Muni Bond ETF position peaked at $9.66M in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.