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

49 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	$6.13M	Buy	56,928 +44,715	+366%	+$4.78M	1.17%	24
2026 Q1	$1.3M	Buy	12,213 +635	+5%	+$68.3K	0.1%	58
2025 Q4	$1.24M	Buy	11,578 +4,419	+62%	+$473K	0.1%	59
2025 Q3	$762K	Buy	7,159 +300	+4%	+$31.4K	0.07%	74
2025 Q2	$717K	Buy	6,859 +3,459	+102%	+$360K	0.08%	72
2025 Q1	$359K	Sell	3,400 -850	-20%	-$90.4K	0.04%	118
2024 Q4	$453K	Buy	+4,250	New	+$457K	0.06%	92

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

49 Wealth Management's MUB Position: Q2 2026 in Review

49 Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 366% in Q2 2026, buying an estimated $4.78M and bringing the position to 56,928 shares worth $6.13M. The position accounts for 1.17% of the portfolio, ranked #24.

49 Wealth Management first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

49 Wealth Management held 56,928 shares of iShares National Muni Bond ETF worth $6.13M as of Q2 2026.
49 Wealth Management bought 44,715 iShares National Muni Bond ETF shares in Q2 2026, an estimated $4.78M.
iShares National Muni Bond ETF made up 1.17% of 49 Wealth Management's portfolio in Q2 2026, its #24 holding.
49 Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.