Wealthspire Advisors (New York)’s iShares National Muni Bond ETF MUB Stock Holding History

Wealthspire Advisors (New York)’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	$54.4M	Sell	512,469 -96,641	-16%	-$10.4M	0.43%	43
2025 Q4	$65.2M	Sell	609,110 -363,494	-37%	-$38.9M	0.52%	37
2025 Q3	$104M	Sell	972,604 -240,986	-20%	-$25.2M	0.54%	28
2025 Q2	$127M	Buy	1,213,590 +179,310	+17%	+$18.6M	0.71%	23
2025 Q1	$109M	Buy	1,034,280 +449,545	+77%	+$47.8M	0.65%	26
2024 Q4	$62.3M	Sell	584,735 -13,148	-2%	-$1.41M	0.62%	30
2024 Q3	$64.9M	Buy	597,883 +26,762	+5%	+$2.88M	0.66%	27
2024 Q2	$60.9M	Buy	571,121 +6,018	+1%	+$641K	0.78%	26
2024 Q1	$60.8M	Sell	565,103 -27,968	-5%	-$3.02M	0.81%	25
2023 Q4	$64.3M	Buy	593,071 +114,632	+24%	+$12M	0.91%	23
2023 Q3	$49.1M	Buy	478,439 +6,396	+1%	+$675K	0.81%	25
2023 Q2	$50.4M	Sell	472,043 -14,342	-3%	-$1.53M	0.82%	26
2023 Q1	$52.4M	Sell	486,385 -38,221	-7%	-$4.08M	0.9%	23
2022 Q4	$55.4M	Buy	524,606 +38,883	+8%	+$4.05M	1.01%	20
2022 Q3	$49.8M	Sell	485,723 -238,067	-33%	-$25.3M	1.04%	17
2022 Q2	$77M	Buy	723,790 +392,629	+119%	+$41.9M	1.61%	14
2022 Q1	$36.3M	Buy	331,161 +204,267	+161%	+$23.1M	0.82%	18
2021 Q4	$14.8M	Buy	126,894 +15,216	+14%	+$1.77M	0.33%	37
2021 Q3	$13M	Sell	111,678 -2,695	-2%	-$316K	0.27%	47
2021 Q2	$13.4M	Buy	114,373 +752	+0.7%	+$87.9K	0.35%	38
2021 Q1	$13.2M	Buy	113,621 +14,044	+14%	+$1.64M	0.31%	41
2020 Q4	$11.7M	Buy	99,577 +13,142	+15%	+$1.53M	0.35%	40
2020 Q3	$10M	Buy	86,435 +7,793	+10%	+$905K	0.6%	24
2020 Q2	$9.07M	Sell	78,642 -16,582	-17%	-$1.88M	0.63%	25
2020 Q1	$10.8M	Buy	95,224 +1,383	+1%	+$158K	0.45%	34
2019 Q4	$10.7M	Sell	93,841 -1,111	-1%	-$127K	0.78%	16
2019 Q3	$10.8M	Buy	94,952 +2,700	+3%	+$308K	0.89%	15
2019 Q2	$10.4M	Buy	92,252 +19,096	+26%	+$2.14M	0.91%	13
2019 Q1	$8.13M	Sell	73,156 -10,308	-12%	-$1.13M	0.75%	14
2018 Q4	$9.1M	Buy	+83,464	New	+$8.98M	0.88%	13

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

Wealthspire Advisors (New York)'s MUB Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its iShares National Muni Bond ETF (MUB) stake by 16% in Q1 2026, selling an estimated $10.4M and leaving 512,469 shares worth $54.4M. The position accounts for 0.43% of the portfolio, ranked #43.

Wealthspire Advisors (New York) first reported a position in MUB in Q4 2018 and has held it in 30 quarters since. The position peaked at $127M in Q2 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Wealthspire Advisors (New York) held 512,469 shares of iShares National Muni Bond ETF worth $54.4M as of Q1 2026.
Wealthspire Advisors (New York) sold 96,641 iShares National Muni Bond ETF shares in Q1 2026, an estimated $10.4M.
iShares National Muni Bond ETF made up 0.43% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #43 holding.
Wealthspire Advisors (New York) first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s iShares National Muni Bond ETF position peaked at $127M in Q2 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.