4WM
MUB icon

4J Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

4J 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 		$769K Sell
7,147
-610
-8% -$65.2K 0.38% 46
2026
Q1 		$823K Sell
7,757
-50
-0.6% -$5.38K 0.47% 37
2025
Q4 		$836K Sell
7,807
-370
-5% -$39.6K 0.48% 36
2025
Q3 		$871K Sell
8,177
-160
-2% -$16.7K 0.51% 35
2025
Q2 		$871K Sell
8,337
-534
-6% -$55.5K 0.59% 34
2025
Q1 		$935K Sell
8,871
-45
-0.5% -$4.79K 0.74% 31
2024
Q4 		$950K Sell
8,916
-744
-8% -$79.9K 0.77% 26
2024
Q3 		$1.05M Sell
9,660
-320
-3% -$34.5K 0.81% 26
2024
Q2 		$1.06M Sell
9,980
-543
-5% -$57.8K 0.88% 23
2024
Q1 		$1.13M Sell
10,523
-16,326
-61% -$1.76M 0.98% 21
2023
Q4 		$2.91M Sell
26,849
-1,610
-6% -$168K 2.66% 8
2023
Q3 		$2.92M Buy
28,459
+14
+0% +$1.48K 2.9% 8
2023
Q2 		$3.04M Sell
28,445
-1,836
-6% -$196K 2.95% 9
2023
Q1 		$3.26M Sell
30,281
-355
-1% -$37.9K 3.5% 8
2022
Q4 		$3.23M Buy
30,636
+15,960
+109% +$1.66M 3.75% 7
2022
Q3 		$1.51M Buy
14,676
+1,664
+13% +$177K 1.93% 13
2022
Q2 		$1.38M Sell
13,012
-4,598
-26% -$491K 1.74% 16
2022
Q1 		$1.93M Buy
17,610
+1,796
+11% +$203K 1.69% 13
2021
Q4 		$1.84M Buy
15,814
+338
+2% +$39.2K 1.55% 15
2021
Q3 		$1.8M Buy
15,476
+59
+0.4% +$6.92K 1.56% 16
2021
Q2 		$1.81M Sell
15,417
-2,461
-14% -$288K 1.58% 16
2021
Q1 		$2.08M Sell
17,878
-1,716
-9% -$200K 1.93% 14
2020
Q4 		$2.3M Buy
+19,594
New +$2.28M 2.21% 10

Other funds holding MUB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

4J Wealth Management's MUB Position: Q2 2026 in Review

4J Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 7.9% in Q2 2026, selling an estimated $65.2K and leaving 7,147 shares worth $769K. The position accounts for 0.38% of the portfolio, ranked #46.

4J Wealth Management first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.26M in Q1 2023. 764 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • 4J Wealth Management held 7,147 shares of iShares National Muni Bond ETF worth $769K as of Q2 2026.
  • 4J Wealth Management sold 610 iShares National Muni Bond ETF shares in Q2 2026, an estimated $65.2K.
  • iShares National Muni Bond ETF made up 0.38% of 4J Wealth Management's portfolio in Q2 2026, its #46 holding.
  • 4J Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's iShares National Muni Bond ETF position peaked at $3.26M in Q1 2023.
  • 764 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.