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

Act 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 		$1.02M Buy
9,521
+730
+8% +$78.1K 0.3% 21
2026
Q1 		$933K Buy
8,791
+2,242
+34% +$241K 0.31% 22
2025
Q4 		$701K Buy
6,549
+4,444
+211% +$476K 0.23% 28
2025
Q3 		$224K Sell
2,105
-50
-2% -$5.23K 0.08% 48
2025
Q2 		$225K Sell
2,155
-2,596
-55% -$270K 0.1% 47
2025
Q1 		$501K Buy
4,751
+55
+1% +$5.85K 0.23% 26
2024
Q4 		$500K Buy
4,696
+592
+14% +$63.6K 0.23% 24
2024
Q3 		$446K Buy
4,104
+54
+1% +$5.82K 0.2% 26
2024
Q2 		$432K Buy
4,050
+24
+0.6% +$2.56K 0.21% 23
2024
Q1 		$433K Sell
4,026
-2,000
-33% -$216K 0.22% 22
2023
Q4 		$653K Buy
+6,026
New +$630K 0.35% 18
2023
Q3 		– Sell
-2,216
Closed -$237K – 42
2023
Q2 		$237K Buy
2,216
+50
+2% +$5.34K 0.13% 35
2023
Q1 		$233K Buy
2,166
+41
+2% +$4.38K 0.14% 32
2022
Q4 		$224K Sell
2,125
-113
-5% -$11.8K 0.14% 36
2022
Q3 		$230K Buy
+2,238
New +$238K 0.16% 29

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

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

Act Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 8.3% in Q2 2026, buying an estimated $78.1K and bringing the position to 9,521 shares worth $1.02M. The position accounts for 0.3% of the portfolio, ranked #21.

Act Wealth Management first reported a position in MUB in Q3 2022 and has held it in 15 quarters since. 532 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Act Wealth Management held 9,521 shares of iShares National Muni Bond ETF worth $1.02M as of Q2 2026.
  • Act Wealth Management bought 730 iShares National Muni Bond ETF shares in Q2 2026, an estimated $78.1K.
  • iShares National Muni Bond ETF made up 0.3% of Act Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Act Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • 532 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.