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

Abound 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 		$2.78M Sell
25,863
-745
-3% -$79.7K 0.55% 26
2026
Q1 		$2.82M Buy
26,608
+294
+1% +$31.6K 0.64% 26
2025
Q4 		$2.82M Sell
26,314
-495
-2% -$53K 0.66% 25
2025
Q3 		$2.85M Buy
26,809
+999
+4% +$105K 0.71% 24
2025
Q2 		$2.7M Buy
25,810
+10,462
+68% +$1.09M 0.76% 24
2025
Q1 		$1.62M Sell
15,348
-1,990
-11% -$212K 0.54% 26
2024
Q4 		$1.85M Buy
17,338
+1,480
+9% +$159K 0.59% 25
2024
Q3 		$1.72M Buy
15,858
+1,005
+7% +$108K 0.57% 21
2024
Q2 		$1.58M Buy
14,853
+608
+4% +$64.8K 0.58% 21
2024
Q1 		$1.53M Sell
14,245
-293
-2% -$31.6K 0.58% 23
2023
Q4 		$1.58M Buy
14,538
+30
+0.2% +$3.13K 0.63% 20
2023
Q3 		$1.49M Buy
14,508
+2,065
+17% +$218K 0.63% 21
2023
Q2 		$1.33M Buy
12,443
+621
+5% +$66.4K 0.56% 22
2023
Q1 		$1.27M Buy
11,822
+385
+3% +$41.1K 0.57% 24
2022
Q4 		$1.21M Sell
11,437
-9,038
-44% -$942K 0.59% 22
2022
Q3 		$2.1M Sell
20,475
-1,150
-5% -$122K 1.13% 18
2022
Q2 		$2.3M Buy
21,625
+9,514
+79% +$1.02M 1.28% 17
2022
Q1 		$1.33M Buy
+12,111
New +$1.37M 0.96% 17

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
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
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
FG
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

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

Abound Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 2.8% in Q2 2026, selling an estimated $79.7K and leaving 25,863 shares worth $2.78M. The position accounts for 0.55% of the portfolio, ranked #26.

Abound Wealth Management first reported a position in MUB in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.85M in Q3 2025. 365 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Abound Wealth Management held 25,863 shares of iShares National Muni Bond ETF worth $2.78M as of Q2 2026.
  • Abound Wealth Management sold 745 iShares National Muni Bond ETF shares in Q2 2026, an estimated $79.7K.
  • iShares National Muni Bond ETF made up 0.55% of Abound Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Abound Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Abound Wealth Management's iShares National Muni Bond ETF position peaked at $2.85M in Q3 2025.
  • 365 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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