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

Alta 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 		$1.21M Buy
11,220
+3,952
+54% +$423K 0.33% 63
2026
Q1 		$771K Buy
7,268
+248
+4% +$26.7K 0.25% 78
2025
Q4 		$752K Buy
7,020
+1,579
+29% +$169K 0.25% 70
2025
Q3 		$579K Sell
5,441
-597
-10% -$62.5K 0.21% 80
2025
Q2 		$631K Buy
6,038
+8
+0.1% +$832 0.3% 53
2025
Q1 		$636K Buy
6,030
+6
+0.1% +$638 0.29% 65
2024
Q4 		$642K Buy
6,024
+374
+7% +$40.2K 0.28% 69
2024
Q3 		$614K Sell
5,650
-2,366
-30% -$255K 0.28% 76
2024
Q2 		$854K Buy
8,016
+152
+2% +$16.2K 0.43% 55
2024
Q1 		$846K Buy
7,864
+680
+9% +$73.4K 0.43% 57
2023
Q4 		$779K Sell
7,184
-862
-11% -$90.1K 0.43% 62
2023
Q3 		$825K Buy
8,046
+78
+1% +$8.23K 0.51% 58
2023
Q2 		$850K Sell
7,968
-749
-9% -$80.1K 0.5% 60
2023
Q1 		$939K Buy
8,717
+420
+5% +$44.9K 0.59% 49
2022
Q4 		$875K Buy
8,297
+5,241
+171% +$546K 0.59% 47
2022
Q3 		$313K Buy
3,056
+143
+5% +$15.2K 0.22% 115
2022
Q2 		$310K Buy
2,913
+5
+0.2% +$534 0.21% 119
2022
Q1 		$319K Buy
2,908
+369
+15% +$41.6K 0.19% 123
2021
Q4 		$295K Buy
+2,539
New +$295K 0.18% 125

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Alta Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 54% in Q2 2026, buying an estimated $423K and bringing the position to 11,220 shares worth $1.21M. The position accounts for 0.33% of the portfolio, ranked #63.

Alta Wealth Advisors first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Alta Wealth Advisors held 11,220 shares of iShares National Muni Bond ETF worth $1.21M as of Q2 2026.
  • Alta Wealth Advisors bought 3,952 iShares National Muni Bond ETF shares in Q2 2026, an estimated $423K.
  • iShares National Muni Bond ETF made up 0.33% of Alta Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Alta Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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