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

Alterna 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	$695K	Buy	6,456 +4,316	+202%	+$462K	0.4%	58
2026 Q1	$227K	Buy	2,140 +244	+13%	+$26.2K	0.17%	95
2025 Q4	$203K	Buy	+1,896	New	+$203K	0.17%	98
2022 Q1	–	Sell	-3,956	Closed	-$460K	–	141
2021 Q4	$460K	Buy	+3,956	New	+$459K	0.38%	52
2020 Q2	–	Sell	-3,163	Closed	-$357K	–	110
2020 Q1	$357K	Buy	3,163 +175	+6%	+$20K	0.52%	46
2019 Q4	$340K	Buy	+2,988	New	+$340K	0.38%	58

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 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

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

Alterna Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 202% in Q2 2026, buying an estimated $462K and bringing the position to 6,456 shares worth $695K. The position accounts for 0.4% of the portfolio, ranked #58.

Alterna Wealth Management first reported a position in MUB in Q4 2019 and has held it in 6 quarters since. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Alterna Wealth Management held 6,456 shares of iShares National Muni Bond ETF worth $695K as of Q2 2026.
Alterna Wealth Management bought 4,316 iShares National Muni Bond ETF shares in Q2 2026, an estimated $462K.
iShares National Muni Bond ETF made up 0.4% of Alterna Wealth Management's portfolio in Q2 2026, its #58 holding.
Alterna Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 6 quarters since.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.