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

Amplius 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	$415K	Buy	3,859 +398	+11%	+$42.6K	0.03%	143
2026 Q1	$367K	Buy	3,461 +271	+8%	+$29.1K	0.03%	132
2025 Q4	$342K	Buy	3,190 +32	+1%	+$3.43K	0.03%	134
2025 Q3	$336K	Buy	3,158 +25	+0.8%	+$2.62K	0.03%	133
2025 Q2	$327K	Buy	+3,133	New	+$326K	0.03%	149
2022 Q4	–	Sell	-17,677	Closed	-$1.81M	–	179
2022 Q3	$1.81M	Sell	17,677 -16,030	-48%	-$1.7M	0.32%	44
2022 Q2	$3.58M	Buy	+33,707	New	+$3.6M	0.58%	35
2022 Q1	–	Sell	-33	Closed	-$3K	–	634
2021 Q4	$3K	Buy	+33	New	+$3.83K	﹤0.01%	794

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

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

Amplius Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, buying an estimated $42.6K and bringing the position to 3,859 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #143.

Amplius Wealth Advisors first reported a position in MUB in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.58M in Q2 2022. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Amplius Wealth Advisors held 3,859 shares of iShares National Muni Bond ETF worth $415K as of Q2 2026.
Amplius Wealth Advisors bought 398 iShares National Muni Bond ETF shares in Q2 2026, an estimated $42.6K.
iShares National Muni Bond ETF made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #143 holding.
Amplius Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 8 quarters since.
Amplius Wealth Advisors's iShares National Muni Bond ETF position peaked at $3.58M in Q2 2022.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.