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

Angeles 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	$83.8M	Buy	778,690 +11,155	+1%	+$1.19M	3.83%	6
2026 Q1	$81.5M	Buy	767,535 +64,588	+9%	+$6.94M	4.43%	6
2025 Q4	$75.3M	Buy	702,947 +36,449	+5%	+$3.9M	4.15%	7
2025 Q3	$71M	Buy	666,498 +85,380	+15%	+$8.94M	4.35%	6
2025 Q2	$60.7M	Buy	581,118 +364,509	+168%	+$37.9M	4.16%	7
2025 Q1	$22.8M	Sell	216,609 -207,376	-49%	-$22.1M	1.9%	13
2024 Q4	$45.2M	Sell	423,985 -160,138	-27%	-$17.2M	3.72%	7
2024 Q3	$63.5M	Buy	+584,123	New	+$62.9M	5.47%	6

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Angeles Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 1.5% in Q2 2026, buying an estimated $1.19M and bringing the position to 778,690 shares worth $83.8M. The position accounts for 3.83% of the portfolio, ranked #6.

Angeles Wealth Management first reported a position in MUB in Q3 2024 and has held it in 8 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Angeles Wealth Management held 778,690 shares of iShares National Muni Bond ETF worth $83.8M as of Q2 2026.
Angeles Wealth Management bought 11,155 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.19M.
iShares National Muni Bond ETF made up 3.83% of Angeles Wealth Management's portfolio in Q2 2026, its #6 holding.
Angeles Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.