WA
MUB icon

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

Wealth Alliance’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 		$2.94M Sell
27,698
-121,329
-81% -$13M 0.29% 74
2025
Q4 		$16M Buy
149,027
+121,720
+446% +$13M 1.56% 11
2025
Q3 		$2.91M Sell
27,307
-268
-1% -$28K 0.3% 65
2025
Q2 		$2.88M Buy
27,575
+7,146
+35% +$743K 0.32% 61
2025
Q1 		$2.15M Sell
20,429
-6,324
-24% -$673K 0.26% 75
2024
Q4 		$2.85M Sell
26,753
-26,688
-50% -$2.87M 0.34% 54
2024
Q3 		$5.81M Buy
53,441
+38,662
+262% +$4.17M 0.69% 21
2024
Q2 		$1.57M Buy
14,779
+6,191
+72% +$659K 0.2% 95
2024
Q1 		$924K Buy
8,588
+3,039
+55% +$328K 0.12% 170
2023
Q4 		$602K Sell
5,549
-24,638
-82% -$2.57M 0.08% 228
2023
Q3 		$3.1M Buy
30,187
+15,458
+105% +$1.63M 0.49% 36
2023
Q2 		$1.57M Sell
14,729
-2,466
-14% -$264K 0.24% 92
2023
Q1 		$1.85M Buy
17,195
+1,717
+11% +$183K 0.3% 67
2022
Q4 		$1.63M Sell
15,478
-73
-0.5% -$7.61K 0.29% 71
2022
Q3 		$1.59M Sell
15,551
-5,525
-26% -$587K 0.31% 61
2022
Q2 		$2.24M Sell
21,076
-2,588
-11% -$276K 0.43% 40
2022
Q1 		$2.6M Buy
23,664
+5,774
+32% +$652K 0.53% 30
2021
Q4 		$2.08M Buy
17,890
+3,232
+22% +$375K 0.42% 46
2021
Q3 		$1.7M Buy
14,658
+156
+1% +$18.3K 0.38% 53
2021
Q2 		$1.7M Sell
14,502
-505
-3% -$59K 0.4% 51
2021
Q1 		$1.74M Buy
15,007
+7,242
+93% +$845K 0.49% 38
2020
Q4 		$910K Buy
7,765
+2,374
+44% +$276K 0.27% 85
2020
Q3 		$625K Buy
5,391
+1,171
+28% +$136K 0.22% 117
2020
Q2 		$487K Buy
+4,220
New +$479K 0.19% 133

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

Wealth Alliance's MUB Position: Q1 2026 in Review

Wealth Alliance reduced its iShares National Muni Bond ETF (MUB) stake by 81% in Q1 2026, selling an estimated $13M and leaving 27,698 shares worth $2.94M. The position accounts for 0.29% of the portfolio, ranked #74.

Wealth Alliance first reported a position in MUB in Q2 2020 and has held it in 24 quarters since. The position peaked at $16M in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Wealth Alliance held 27,698 shares of iShares National Muni Bond ETF worth $2.94M as of Q1 2026.
  • Wealth Alliance sold 121,329 iShares National Muni Bond ETF shares in Q1 2026, an estimated $13M.
  • iShares National Muni Bond ETF made up 0.29% of Wealth Alliance's portfolio in Q1 2026, its #74 holding.
  • Wealth Alliance first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Wealth Alliance's iShares National Muni Bond ETF position peaked at $16M in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.