Williams & Novak’s iShares National Muni Bond ETF MUB Stock Holding History

Williams & Novak’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	-2,770	Closed	-$297K	–	154
2025 Q4	$297K	Buy	+2,770	New	+$297K	0.22%	87
2025 Q3	–	Sell	-1,979	Closed	-$207K	–	149
2025 Q2	$207K	Sell	1,979 -1,348	-41%	-$140K	0.18%	101
2025 Q1	$351K	Sell	3,327 -4,610	-58%	-$490K	0.34%	73
2024 Q4	$846K	Buy	7,937 +149	+2%	+$16K	0.82%	33
2024 Q3	$846K	Buy	7,788 +1,601	+26%	+$173K	0.79%	36
2024 Q2	$659K	Buy	6,187 +770	+14%	+$82K	0.61%	41
2024 Q1	$587K	Hold	5,417	–	–	0.67%	42
2023 Q4	$587K	Buy	+5,417	New	+$566K	0.67%	42

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

Williams & Novak's MUB Position: Q1 2026 in Review

Williams & Novak sold out of iShares National Muni Bond ETF (MUB) in Q1 2026, closing a stake of 2,770 shares — an estimated $297K sold.

Williams & Novak first reported a position in MUB in Q4 2023 and held it in 8 quarters. The position peaked at $846K in Q3 2024. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Williams & Novak reported no remaining iShares National Muni Bond ETF position as of Q1 2026 after selling out during the quarter.
Williams & Novak sold 2,770 iShares National Muni Bond ETF shares in Q1 2026, an estimated $297K.
Williams & Novak first reported a position in iShares National Muni Bond ETF in Q4 2023 and held it in 8 quarters.
Williams & Novak's iShares National Muni Bond ETF position peaked at $846K in Q3 2024.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Williams & Novak's 13F filing for Q1 2026, filed 21 Apr 2026.