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

21 West 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 Q2	$6.16M	Sell	57,240 -204	-0.4%	-$21.8K	5.26%	3
2026 Q1	$6.1M	Sell	57,444 -321	-0.6%	-$34.5K	5.66%	3
2025 Q4	$6.19M	Sell	57,765 -343	-0.6%	-$36.7K	5.65%	3
2025 Q3	$6.19M	Buy	58,108 +95	+0.2%	+$9.94K	5.87%	3
2025 Q2	$6.06M	Buy	+58,013	New	+$6.03M	6.11%	3

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

21 West Wealth Management's MUB Position: Q2 2026 in Review

21 West Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 0.36% in Q2 2026, selling an estimated $21.8K and leaving 57,240 shares worth $6.16M. The position accounts for 5.26% of the portfolio, ranked #3.

21 West Wealth Management first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.19M in Q3 2025. 342 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

21 West Wealth Management held 57,240 shares of iShares National Muni Bond ETF worth $6.16M as of Q2 2026.
21 West Wealth Management sold 204 iShares National Muni Bond ETF shares in Q2 2026, an estimated $21.8K.
iShares National Muni Bond ETF made up 5.26% of 21 West Wealth Management's portfolio in Q2 2026, its #3 holding.
21 West Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
21 West Wealth Management's iShares National Muni Bond ETF position peaked at $6.19M in Q3 2025.
342 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.