WW
MUB icon

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

Westshore Wealth’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 		$464K Sell
4,373
-164
-4% -$17.6K 0.16% 52
2025
Q4 		$486K Sell
4,537
-521
-10% -$55.8K 0.16% 51
2025
Q3 		$539K Sell
5,058
-3,220
-39% -$337K 0.18% 48
2025
Q2 		$865K Buy
8,278
+3,356
+68% +$349K 0.33% 32
2025
Q1 		$519K Sell
4,922
-1,904
-28% -$202K 0.22% 36
2024
Q4 		$727K Buy
6,826
+745
+12% +$80K 0.29% 29
2024
Q3 		$661K Sell
6,081
-82
-1% -$8.84K 0.27% 29
2024
Q2 		$657K Buy
6,163
+142
+2% +$15.1K 0.27% 28
2024
Q1 		$648K Sell
6,021
-375
-6% -$40.5K 0.27% 30
2023
Q4 		$693K Sell
6,396
-2,233
-26% -$233K 0.32% 27
2023
Q3 		$885K Buy
8,629
+4,030
+88% +$425K 0.49% 22
2023
Q2 		$491K Sell
4,599
-4,330
-48% -$463K 0.25% 34
2023
Q1 		$962K Sell
8,929
-12,676
-59% -$1.35M 0.51% 22
2022
Q4 		$2.28M Buy
+21,605
New +$2.25M 1.3% 12
2022
Q3 		– Sell
-2,550
Closed -$271K – 99
2022
Q2 		$271K Sell
2,550
-719
-22% -$76.7K 0.18% 65
2022
Q1 		$358K Buy
+3,269
New +$369K 0.24% 54

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

Westshore Wealth's MUB Position: Q1 2026 in Review

Westshore Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 3.6% in Q1 2026, selling an estimated $17.6K and leaving 4,373 shares worth $464K. The position accounts for 0.16% of the portfolio, ranked #52.

Westshore Wealth first reported a position in MUB in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.28M in Q4 2022. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Westshore Wealth held 4,373 shares of iShares National Muni Bond ETF worth $464K as of Q1 2026.
  • Westshore Wealth sold 164 iShares National Muni Bond ETF shares in Q1 2026, an estimated $17.6K.
  • iShares National Muni Bond ETF made up 0.16% of Westshore Wealth's portfolio in Q1 2026, its #52 holding.
  • Westshore Wealth first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 16 quarters since.
  • Westshore Wealth's iShares National Muni Bond ETF position peaked at $2.28M in Q4 2022.
  • 1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.