WealthShield Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.05M Buy
75,807
+16,731
+28% +$1.8M 0.9% 25
2025
Q4
$6.33M Sell
59,076
-10,319
-15% -$1.1M 0.7% 37
2025
Q3
$7.39M Sell
69,395
-208
-0.3% -$21.8K 0.84% 29
2025
Q2
$7.27M Sell
69,603
-1,008
-1% -$105K 0.88% 26
2025
Q1
$7.45M Buy
70,611
+2,564
+4% +$273K 0.96% 25
2024
Q4
$7.25M Sell
68,047
-15,429
-18% -$1.66M 1.03% 25
2024
Q3
$9.07M Buy
83,476
+3,388
+4% +$365K 1.23% 18
2024
Q2
$8.53M Buy
80,088
+1,966
+3% +$209K 1.3% 17
2024
Q1
$8.41M Buy
78,122
+7,734
+11% +$835K 1.36% 14
2023
Q4
$7.63M Sell
70,388
-34,291
-33% -$3.58M 1.26% 14
2023
Q3
$10.7M Buy
104,679
+21,485
+26% +$2.27M 1.62% 8
2023
Q2
$8.88M Buy
83,194
+8,224
+11% +$879K 1.34% 16
2023
Q1
$8.08M Buy
74,970
+13,988
+23% +$1.49M 1.3% 16
2022
Q4
$6.43M Sell
60,982
-3,322
-5% -$346K 1.23% 18
2022
Q3
$6.6M Sell
64,304
-386
-0.6% -$41K 1.31% 14
2022
Q2
$6.88M Sell
64,690
-574
-0.9% -$61.3K 1.36% 16
2022
Q1
$7.16M Buy
65,264
+15,533
+31% +$1.75M 1.15% 18
2021
Q4
$5.78M Buy
49,731
+2,761
+6% +$321K 0.96% 28
2021
Q3
$5.46M Sell
46,970
-52,227
-53% -$6.12M 1.46% 18
2021
Q2
$11.6M Buy
99,197
+59,946
+153% +$7.01M 1.82% 13
2021
Q1
$4.55M Sell
39,251
-17,040
-30% -$1.99M 0.82% 36
2020
Q4
$6.6M Buy
56,291
+16,344
+41% +$1.9M 1.22% 21
2020
Q3
$4.63M Buy
39,947
+5,940
+17% +$690K 1.62% 14
2020
Q2
$3.92M Buy
34,007
+9,945
+41% +$1.13M 1.81% 14
2020
Q1
$2.72M Buy
24,062
+2,568
+12% +$293K 1.66% 15
2019
Q4
$2.45M Buy
21,494
+1,412
+7% +$161K 1.19% 18
2019
Q3
$2.29M Buy
20,082
+1,503
+8% +$171K 1.21% 16
2019
Q2
$2.1M Sell
18,579
-287
-2% -$32.1K 1.22% 18
2019
Q1
$2.1M Buy
18,866
+2,635
+16% +$289K 1.17% 19
2018
Q4
$1.77M Sell
16,231
-3,933
-20% -$423K 1.21% 21
2018
Q3
$2.18M Sell
20,164
-343
-2% -$37.3K 1.24% 20
2018
Q2
$2.24M Buy
20,507
+956
+5% +$104K 1.36% 16
2018
Q1
$2.13M Sell
19,551
-1,614
-8% -$176K 1.35% 18
2017
Q4
$2.34M Buy
+21,165
New +$2.34M 1.43% 20

Other funds holding MUB

WealthShield Partners's MUB Position: Q1 2026 in Review

WealthShield Partners increased its iShares National Muni Bond ETF (MUB) stake by 28% in Q1 2026, buying an estimated $1.8M and bringing the position to 75,807 shares worth $8.05M. The position accounts for 0.9% of the portfolio, ranked #25.

WealthShield Partners first reported a position in MUB in Q4 2017 and has held it in 34 quarters since. The position peaked at $11.6M in Q2 2021. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • WealthShield Partners held 75,807 shares of iShares National Muni Bond ETF worth $8.05M as of Q1 2026.
  • WealthShield Partners bought 16,731 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.8M.
  • iShares National Muni Bond ETF made up 0.9% of WealthShield Partners's portfolio in Q1 2026, its #25 holding.
  • WealthShield Partners first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • WealthShield Partners's iShares National Muni Bond ETF position peaked at $11.6M in Q2 2021.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.