5W
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5T Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

5T 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
Q2 		$683K Buy
6,344
+987
+18% +$106K 0.25% 83
2026
Q1 		$569K Buy
5,357
+2,424
+83% +$261K 0.22% 83
2025
Q4 		$314K Buy
+2,933
New +$314K 0.13% 111

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
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
Wealth Enhancement Advisory Services
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

5T Wealth's MUB Position: Q2 2026 in Review

5T Wealth increased its iShares National Muni Bond ETF (MUB) stake by 18% in Q2 2026, buying an estimated $106K and bringing the position to 6,344 shares worth $683K. The position accounts for 0.25% of the portfolio, ranked #83.

5T Wealth first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. 666 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • 5T Wealth held 6,344 shares of iShares National Muni Bond ETF worth $683K as of Q2 2026.
  • 5T Wealth bought 987 iShares National Muni Bond ETF shares in Q2 2026, an estimated $106K.
  • iShares National Muni Bond ETF made up 0.25% of 5T Wealth's portfolio in Q2 2026, its #83 holding.
  • 5T Wealth first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 666 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.