Acorn Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Acorn Wealth Advisors’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	$507K	Sell	4,710 -63	-1%	-$6.74K	0.12%	159
2026 Q1	$507K	Sell	4,773 -94	-2%	-$10.1K	0.15%	139
2025 Q4	$521K	Buy	4,867 +331	+7%	+$35.4K	0.16%	131
2025 Q3	$483K	Buy	4,536 +501	+12%	+$52.4K	0.15%	148
2025 Q2	$422K	Buy	+4,035	New	+$420K	0.16%	131
2018 Q2	–	Sell	-294	Closed	-$32K	–	697
2018 Q1	$32K	Buy	294 +1	+0.3%	+$109	0.03%	330
2017 Q4	$32K	Buy	+293	New	+$32.4K	0.03%	316

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

Acorn Wealth Advisors's MUB Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 1.3% in Q2 2026, selling an estimated $6.74K and leaving 4,710 shares worth $507K. The position accounts for 0.12% of the portfolio, ranked #159.

Acorn Wealth Advisors first reported a position in MUB in Q4 2017 and has held it in 7 quarters since. The position peaked at $521K in Q4 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Acorn Wealth Advisors held 4,710 shares of iShares National Muni Bond ETF worth $507K as of Q2 2026.
Acorn Wealth Advisors sold 63 iShares National Muni Bond ETF shares in Q2 2026, an estimated $6.74K.
iShares National Muni Bond ETF made up 0.12% of Acorn Wealth Advisors's portfolio in Q2 2026, its #159 holding.
Acorn Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2017 and has held it in 7 quarters since.
Acorn Wealth Advisors's iShares National Muni Bond ETF position peaked at $521K in Q4 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.