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

Aletheian 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 		$6.3M Buy
58,503
+1,186
+2% +$127K 2.69% 9
2026
Q1 		$6.08M Buy
+57,317
New +$6.16M 2.97% 8
2025
Q3 		$5.5M Buy
51,663
+3,902
+8% +$408K 2.56% 9
2025
Q2 		$4.99M Buy
47,761
+14,453
+43% +$1.5M 2.45% 9
2025
Q1 		$3.51M Buy
33,308
+4,064
+14% +$432K 1.97% 11
2024
Q4 		$3.12M Buy
29,244
+7,161
+32% +$769K 1.84% 14
2024
Q3 		$2.4M Buy
22,083
+579
+3% +$62.4K 1.4% 17
2024
Q2 		$2.29M Buy
21,504
+791
+4% +$84.2K 1.21% 21
2024
Q1 		$2.23M Buy
20,713
+1,227
+6% +$132K 1.21% 20
2023
Q4 		$2.11M Sell
19,486
-3,377
-15% -$353K 1.4% 18
2023
Q3 		$2.34M Sell
22,863
-16,582
-42% -$1.75M 1.8% 12
2023
Q2 		$4.21M Buy
39,445
+271
+0.7% +$29K 2.88% 9
2023
Q1 		$4.22M Buy
39,174
+9,407
+32% +$1.01M 3.73% 8
2022
Q4 		$3.14M Sell
29,767
-274
-0.9% -$28.6K 2.71% 10
2022
Q3 		$3.08M Buy
30,041
+988
+3% +$105K 3.5% 6
2022
Q2 		$3.09M Sell
29,053
-12,032
-29% -$1.28M 3.14% 9
2022
Q1 		$4.5M Sell
41,085
-2,307
-5% -$260K 4.28% 5
2021
Q4 		$5.05M Buy
+43,392
New +$5.04M 4.95% 5

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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Aletheian Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 2.1% in Q2 2026, buying an estimated $127K and bringing the position to 58,503 shares worth $6.3M. The position accounts for 2.69% of the portfolio, ranked #9.

Aletheian Wealth Advisors first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Aletheian Wealth Advisors held 58,503 shares of iShares National Muni Bond ETF worth $6.3M as of Q2 2026.
  • Aletheian Wealth Advisors bought 1,186 iShares National Muni Bond ETF shares in Q2 2026, an estimated $127K.
  • iShares National Muni Bond ETF made up 2.69% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Aletheian Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.