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

Altus 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 		$404K Hold
3,755
– – 0.16% 23
2026
Q1 		$399K Sell
3,755
-1
-0% -$108 0.18% 21
2025
Q4 		$402K Buy
3,756
+1
+0% +$107 0.17% 23
2025
Q3 		$400K Hold
3,755
– – 0.18% 25
2025
Q2 		$392K Sell
3,755
-200
-5% -$20.8K 0.19% 21
2025
Q1 		$417K Sell
3,955
-3,685
-48% -$392K 0.2% 26
2024
Q4 		$814K Buy
7,640
+3,755
+97% +$403K 0.36% 20
2024
Q3 		$422K Hold
3,885
– – 0.2% 27
2024
Q2 		$414K Hold
3,885
– – 0.2% 27
2024
Q1 		$418K Hold
3,885
– – 0.22% 26
2023
Q4 		$421K Hold
3,885
– – 0.25% 26
2023
Q3 		$398K Hold
3,885
– – 0.28% 25
2023
Q2 		$415K Hold
3,885
– – 0.33% 16
2023
Q1 		$419K Hold
3,885
– – 0.35% 17
2022
Q4 		$410K Hold
3,885
– – 0.36% 15
2022
Q3 		$399K Sell
3,885
-955
-20% -$102K 0.34% 20
2022
Q2 		$515K Sell
4,840
-11,751
-71% -$1.25M 0.4% 20
2022
Q1 		$1.82M Sell
16,591
-1,303
-7% -$147K 1.25% 11
2021
Q4 		$2.08M Hold
17,894
– – 1.24% 11
2021
Q3 		$2.08M Buy
17,894
+900
+5% +$106K 1.32% 11
2021
Q2 		$1.99M Hold
16,994
– – 1.28% 12
2021
Q1 		$1.97M Buy
16,994
+5,145
+43% +$600K 1.4% 11
2020
Q4 		$1.39M Buy
11,849
+960
+9% +$112K 1.08% 13
2020
Q3 		$1.26M Buy
+10,889
New +$1.27M 1.16% 12

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

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

Altus Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 3,755 shares worth $404K. The position accounts for 0.16% of the portfolio, ranked #23.

Altus Wealth Management first reported a position in MUB in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.08M in Q4 2021. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Altus Wealth Management held 3,755 shares of iShares National Muni Bond ETF worth $404K as of Q2 2026.
  • Altus Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.16% of Altus Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Altus Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Altus Wealth Management's iShares National Muni Bond ETF position peaked at $2.08M in Q4 2021.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.