Wescott Financial Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Wescott Financial Advisory Group’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	$333K	Sell	3,139 -331	-10%	-$35.6K	0.03%	150
2025 Q4	$372K	Sell	3,470 -489	-12%	-$52.4K	0.03%	142
2025 Q3	$422K	Buy	3,959 +14	+0.4%	+$1.47K	0.04%	129
2025 Q2	$412K	Sell	3,945 -1,682	-30%	-$175K	0.04%	130
2025 Q1	$593K	Sell	5,627 -605	-10%	-$64.3K	0.06%	104
2024 Q4	$664K	Buy	6,232 +43	+0.7%	+$4.62K	0.07%	102
2024 Q3	$672K	Buy	6,189 +31	+0.5%	+$3.34K	0.07%	98
2024 Q2	$656K	Buy	6,158 +312	+5%	+$33.2K	0.08%	99
2024 Q1	$629K	Buy	5,846 +21	+0.4%	+$2.27K	0.08%	98
2023 Q4	$632K	Buy	5,825 +8	+0.1%	+$836	0.09%	90
2023 Q3	$596K	Sell	5,817 -2,716	-32%	-$286K	0.11%	86
2023 Q2	$911K	Buy	8,533 +44	+0.5%	+$4.7K	0.16%	75
2023 Q1	$915K	Sell	8,489 -6,461	-43%	-$690K	0.2%	73
2022 Q4	$1.58M	Buy	14,950 +12,950	+648%	+$1.35M	0.34%	49
2022 Q3	$205K	Buy	+2,000	New	+$213K	0.06%	130

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

Wescott Financial Advisory Group's MUB Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its iShares National Muni Bond ETF (MUB) stake by 9.5% in Q1 2026, selling an estimated $35.6K and leaving 3,139 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #150.

Wescott Financial Advisory Group first reported a position in MUB in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.58M in Q4 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Wescott Financial Advisory Group held 3,139 shares of iShares National Muni Bond ETF worth $333K as of Q1 2026.
Wescott Financial Advisory Group sold 331 iShares National Muni Bond ETF shares in Q1 2026, an estimated $35.6K.
iShares National Muni Bond ETF made up 0.03% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #150 holding.
Wescott Financial Advisory Group first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 15 quarters since.
Wescott Financial Advisory Group's iShares National Muni Bond ETF position peaked at $1.58M in Q4 2022.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.