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Western Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Western Wealth 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 		$1.24M Buy
11,705
+15
+0.1% +$1.61K 0.05% 377
2025
Q4 		$1.25M Buy
11,690
+1,509
+15% +$162K 0.06% 299
2025
Q3 		$1.08M Sell
10,181
-1,424
-12% -$149K 0.06% 291
2025
Q2 		$1.21M Sell
11,605
-1,103
-9% -$115K 0.07% 238
2025
Q1 		$1.34M Sell
12,708
-1,008
-7% -$107K 0.09% 206
2024
Q4 		$1.46M Buy
13,716
+1,767
+15% +$190K 0.1% 187
2024
Q3 		$1.3M Buy
11,949
+1,881
+19% +$203K 0.07% 263
2024
Q2 		$1.07M Buy
10,068
+622
+7% +$66.2K 0.08% 217
2024
Q1 		$1.02M Sell
9,446
-4,680
-33% -$505K 0.08% 230
2023
Q4 		$1.53M Buy
14,126
+6,304
+81% +$659K 0.11% 195
2023
Q3 		$802K Buy
7,822
+2,184
+39% +$230K 0.07% 293
2023
Q2 		$602K Sell
5,638
-89
-2% -$9.51K 0.05% 337
2023
Q1 		$617K Sell
5,727
-5,283
-48% -$565K 0.06% 324
2022
Q4 		$1.16M Sell
11,010
-6,443
-37% -$671K 0.12% 191
2022
Q3 		$1.79M Buy
17,453
+3,310
+23% +$352K 0.1% 197
2022
Q2 		$1.51M Buy
14,143
+2,362
+20% +$252K 0.09% 232
2022
Q1 		$1.29M Buy
11,781
+6,666
+130% +$752K 0.06% 287
2021
Q4 		$594K Buy
+5,115
New +$594K 0.06% 292
2021
Q2 		$415K Buy
3,535
+172
+5% +$20.1K 0.04% 404
2021
Q1 		$390K Sell
3,363
-5
-0.1% -$583 0.05% 339
2020
Q4 		$395K Sell
3,368
-1,397
-29% -$162K 0.06% 299
2020
Q3 		$552K Buy
4,765
+297
+7% +$34.5K 0.09% 218
2020
Q2 		$516K Sell
4,468
-789
-15% -$89.6K 0.09% 219
2020
Q1 		$593K Buy
5,257
+1,548
+42% +$177K 0.14% 163
2019
Q4 		$422K Buy
3,709
+1,077
+41% +$123K 0.06% 257
2019
Q3 		$301K Buy
2,632
+302
+13% +$34.5K 0.06% 291
2019
Q2 		$264K Buy
2,330
+1
+0% +$112 0.03% 333
2019
Q1 		$258K Buy
2,329
+299
+15% +$32.8K 0.06% 315
2018
Q4 		$222K Buy
+2,030
New +$218K 0.06% 308

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Western Wealth Management's MUB Position: Q1 2026 in Review

Western Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.13% in Q1 2026, buying an estimated $1.61K and bringing the position to 11,705 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #377.

Western Wealth Management first reported a position in MUB in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.79M in Q3 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Western Wealth Management held 11,705 shares of iShares National Muni Bond ETF worth $1.24M as of Q1 2026.
  • Western Wealth Management bought 15 iShares National Muni Bond ETF shares in Q1 2026, an estimated $1.61K.
  • iShares National Muni Bond ETF made up 0.05% of Western Wealth Management's portfolio in Q1 2026, its #377 holding.
  • Western Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's iShares National Muni Bond ETF position peaked at $1.79M in Q3 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.