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

Able 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	$2.73M	Buy	25,381 +11,347	+81%	+$1.21M	0.63%	37
2026 Q1	$1.49M	Buy	14,034 +9,376	+201%	+$1.01M	0.4%	47
2025 Q4	$499K	Buy	4,658 +593	+15%	+$63.5K	0.16%	73
2025 Q3	$433K	Sell	4,065 -305	-7%	-$31.9K	0.16%	70
2025 Q2	$457K	Buy	4,370 +863	+25%	+$89.7K	0.23%	66
2025 Q1	$370K	Buy	3,507 +383	+12%	+$40.7K	0.22%	73
2024 Q4	$333K	Buy	3,124 +94	+3%	+$10.1K	0.22%	67
2024 Q3	$329K	Sell	3,030 -2,091	-41%	-$225K	0.25%	66
2024 Q2	$546K	Sell	5,121 -1,521	-23%	-$162K	0.45%	45
2024 Q1	$715K	Buy	6,642 +828	+14%	+$89.3K	0.62%	34
2023 Q4	$630K	Buy	+5,814	New	+$608K	0.57%	32

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

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

Able Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 81% in Q2 2026, buying an estimated $1.21M and bringing the position to 25,381 shares worth $2.73M. The position accounts for 0.63% of the portfolio, ranked #37.

Able Wealth Management first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Able Wealth Management held 25,381 shares of iShares National Muni Bond ETF worth $2.73M as of Q2 2026.
Able Wealth Management bought 11,347 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.21M.
iShares National Muni Bond ETF made up 0.63% of Able Wealth Management's portfolio in Q2 2026, its #37 holding.
Able Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.