WealthBridge Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

WealthBridge Capital Management’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	$575K	Buy	5,416 +1,128	+26%	+$121K	0.13%	116
2025 Q4	$459K	Buy	4,288 +389	+10%	+$41.6K	0.1%	131
2025 Q3	$415K	Buy	3,899 +110	+3%	+$11.5K	0.1%	141
2025 Q2	$396K	Buy	3,789 +579	+18%	+$60.2K	0.1%	140
2025 Q1	$338K	Buy	+3,210	New	+$341K	0.1%	143
2019 Q2	–	Sell	-819	Closed	-$92K	–	587
2019 Q1	$92K	Buy	819 +5	+0.6%	+$548	0.06%	202
2018 Q4	$89K	Buy	+814	New	+$87.6K	0.07%	173

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

WealthBridge Capital Management's MUB Position: Q1 2026 in Review

WealthBridge Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 26% in Q1 2026, buying an estimated $121K and bringing the position to 5,416 shares worth $575K. The position accounts for 0.13% of the portfolio, ranked #116.

WealthBridge Capital Management first reported a position in MUB in Q4 2018 and has held it in 7 quarters since. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

WealthBridge Capital Management held 5,416 shares of iShares National Muni Bond ETF worth $575K as of Q1 2026.
WealthBridge Capital Management bought 1,128 iShares National Muni Bond ETF shares in Q1 2026, an estimated $121K.
iShares National Muni Bond ETF made up 0.13% of WealthBridge Capital Management's portfolio in Q1 2026, its #116 holding.
WealthBridge Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 7 quarters since.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.