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

Accurate 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	$361K	Buy	3,370 +868	+35%	+$92.8K	0.03%	417
2026 Q1	$267K	Sell	2,502 -17,118	-87%	-$1.84M	0.03%	441
2025 Q4	$2.11M	Sell	19,620 -92	-0.5%	-$9.85K	0.27%	86
2025 Q3	$2.11M	Sell	19,712 -1,840	-9%	-$193K	0.28%	86
2025 Q2	$2.25M	Sell	21,552 -1,008	-4%	-$105K	0.34%	75
2025 Q1	$2.31M	Sell	22,560 -3,332	-13%	-$354K	0.44%	62
2024 Q4	$2.74M	Sell	25,892 -373	-1%	-$40.1K	0.53%	48
2024 Q3	$2.84M	Buy	26,265 +1,340	+5%	+$144K	0.57%	48
2024 Q2	$2.67M	Buy	24,925 +530	+2%	+$56.4K	0.64%	45
2024 Q1	$2.6M	Buy	24,395 +15	+0.1%	+$1.62K	0.76%	42
2023 Q4	$2.65M	Sell	24,380 -1,128	-4%	-$118K	0.82%	31
2023 Q3	$2.6M	Buy	25,508 +13,777	+117%	+$1.45M	0.81%	32
2023 Q2	$1.25M	Sell	11,731 -11,748	-50%	-$1.26M	0.39%	61
2023 Q1	$2.54M	Buy	23,479 +17,801	+314%	+$1.9M	0.87%	20
2022 Q4	$607K	Buy	+5,678	New	+$592K	0.22%	87

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 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Accurate Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 35% in Q2 2026, buying an estimated $92.8K and bringing the position to 3,370 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #417.

Accurate Wealth Management first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.84M in Q3 2024. 667 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Accurate Wealth Management held 3,370 shares of iShares National Muni Bond ETF worth $361K as of Q2 2026.
Accurate Wealth Management bought 868 iShares National Muni Bond ETF shares in Q2 2026, an estimated $92.8K.
iShares National Muni Bond ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #417 holding.
Accurate Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Accurate Wealth Management's iShares National Muni Bond ETF position peaked at $2.84M in Q3 2024.
667 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.