Acima Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Acima Private 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	$2.67M	Buy	24,795 +1,569	+7%	+$168K	0.77%	29
2026 Q1	$2.47M	Buy	23,226 +1,067	+5%	+$115K	0.77%	27
2025 Q4	$2.37M	Buy	22,159 +187	+0.9%	+$20K	0.74%	27
2025 Q3	$2.34M	Buy	21,972 +1,379	+7%	+$144K	0.73%	32
2025 Q2	$2.15M	Buy	20,593 +241	+1%	+$25.1K	0.73%	32
2025 Q1	$2.15M	Buy	20,352 +762	+4%	+$81K	0.77%	29
2024 Q4	$2.09M	Buy	19,590 +1,175	+6%	+$126K	0.7%	32
2024 Q3	$2M	Buy	18,415 +1,491	+9%	+$161K	0.67%	37
2024 Q2	$1.8M	Buy	16,924 +1,464	+9%	+$156K	0.66%	36
2024 Q1	$1.66M	Buy	15,460 +1,344	+10%	+$145K	0.61%	38
2023 Q4	$1.53M	Sell	14,116 -6,997	-33%	-$731K	0.6%	36
2023 Q3	$2.16M	Buy	21,113 +377	+2%	+$39.8K	0.96%	28
2023 Q2	$2.21M	Buy	20,736 +739	+4%	+$79K	1.06%	28
2023 Q1	$2.15M	Sell	19,997 -4,771	-19%	-$510K	1.06%	28
2022 Q4	$2.61M	Sell	24,768 -9,406	-28%	-$980K	1.34%	22
2022 Q3	$3.51M	Buy	34,174 +700	+2%	+$74.4K	1.8%	16
2022 Q2	$3.56M	Buy	33,474 +11,900	+55%	+$1.27M	1.78%	16
2022 Q1	$2.37M	Buy	21,574 +9,616	+80%	+$1.09M	1.09%	30
2021 Q4	$1.39M	Buy	11,958 +372	+3%	+$43.2K	0.6%	48
2021 Q3	$1.35M	Buy	11,586 +3,185	+38%	+$373K	0.62%	48
2021 Q2	$985K	Buy	8,401 +1,491	+22%	+$174K	0.45%	59
2021 Q1	$802K	Buy	6,910 +6,042	+696%	+$705K	0.39%	65
2020 Q4	$102K	Hold	868	–	–	0.05%	137
2020 Q3	$101K	Buy	+868	New	+$101K	0.06%	135

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

Acima Private Wealth's MUB Position: Q2 2026 in Review

Acima Private Wealth increased its iShares National Muni Bond ETF (MUB) stake by 6.8% in Q2 2026, buying an estimated $168K and bringing the position to 24,795 shares worth $2.67M. The position accounts for 0.77% of the portfolio, ranked #29.

Acima Private Wealth first reported a position in MUB in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.56M in Q2 2022. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Acima Private Wealth held 24,795 shares of iShares National Muni Bond ETF worth $2.67M as of Q2 2026.
Acima Private Wealth bought 1,569 iShares National Muni Bond ETF shares in Q2 2026, an estimated $168K.
iShares National Muni Bond ETF made up 0.77% of Acima Private Wealth's portfolio in Q2 2026, its #29 holding.
Acima Private Wealth first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 24 quarters since.
Acima Private Wealth's iShares National Muni Bond ETF position peaked at $3.56M in Q2 2022.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.