Wealthstar Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Wealthstar Advisors’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	–	Sell	-5,754	Closed	-$616K	–	128
2025 Q4	$616K	Sell	5,754 -6,328	-52%	-$678K	0.27%	71
2025 Q3	$1.29M	Sell	12,082 -2,163	-15%	-$226K	0.51%	44
2025 Q2	$1.49M	Sell	14,245 -800	-5%	-$83.2K	0.56%	38
2025 Q1	$1.59M	Hold	15,045	–	–	0.73%	32
2024 Q4	$1.6M	Buy	+15,045	New	+$1.62M	0.7%	30
2024 Q2	–	Sell	-17,686	Closed	-$1.9M	–	104
2024 Q1	$1.9M	Sell	17,686 -997	-5%	-$108K	0.66%	19
2023 Q4	$2.03M	Sell	18,683 -1,678	-8%	-$175K	0.32%	18
2023 Q3	$2.09M	Buy	20,361 +84	+0.4%	+$8.86K	0.8%	16
2023 Q2	$2.16M	Sell	20,277 -27	-0.1%	-$2.89K	0.91%	13
2023 Q1	$2.19M	Sell	20,304 -4	-0%	-$427	0.83%	17
2022 Q4	$2.14M	Hold	20,308	–	–	0.98%	15
2022 Q3	$2.08M	Hold	20,308	–	–	0.99%	17
2022 Q2	$2.16M	Sell	20,308 -13	-0.1%	-$1.39K	0.83%	19
2022 Q1	$2.23M	Buy	20,321 +1,032	+5%	+$116K	0.83%	18
2021 Q4	$2.24M	Buy	19,289 +2,449	+15%	+$284K	0.77%	19
2021 Q3	$1.96M	Buy	16,840 +1,843	+12%	+$216K	0.59%	27
2021 Q2	$1.76M	Buy	+14,997	New	+$1.75M	0.55%	29
2020 Q1	$1.45M	Buy	12,856 +80	+0.6%	+$9.13K	1.02%	11
2019 Q4	$1.45M	Buy	12,776 +7,954	+165%	+$906K	0.9%	13
2019 Q3	$549K	Buy	4,822 +1,925	+66%	+$220K	0.31%	24
2019 Q2	$328K	Buy	+2,897	New	+$324K	0.19%	39

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthstar Advisors's MUB Position: Q1 2026 in Review

Wealthstar Advisors sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 5,754 shares — an estimated $616K sold.

Wealthstar Advisors first reported a position in MUB in Q2 2019 and held it in 21 quarters. The position peaked at $2.24M in Q4 2021. 1,633 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Wealthstar Advisors reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Wealthstar Advisors sold 5,754 iShares National Muni Bond ETF shares in Q1 2026, an estimated $616K.
Wealthstar Advisors first reported a position in iShares National Muni Bond ETF in Q2 2019 and held it in 21 quarters.
Wealthstar Advisors's iShares National Muni Bond ETF position peaked at $2.24M in Q4 2021.
1,633 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Wealthstar Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.