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

Aquire 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 		$10.1M Sell
93,898
-10,031
-10% -$1.07M 2.32% 7
2026
Q1 		$11M Sell
103,929
-1,535
-1% -$165K 2.9% 7
2025
Q4 		$11.3M Sell
105,464
-805
-0.8% -$86.2K 2.94% 7
2025
Q3 		$11.3M Buy
106,269
+2,699
+3% +$282K 2.79% 7
2025
Q2 		$10.8M Buy
103,570
+18,903
+22% +$1.97M 2.91% 7
2025
Q1 		$8.93M Buy
84,667
+1,230
+1% +$131K 2.75% 6
2024
Q4 		$8.89M Buy
83,437
+5,006
+6% +$538K 2.75% 6
2024
Q3 		$8.52M Sell
78,431
-10
-0% -$1.08K 2.67% 6
2024
Q2 		$8.36M Buy
78,441
+3,406
+5% +$363K 2.81% 6
2024
Q1 		$8.07M Buy
75,035
+1,686
+2% +$182K 2.82% 6
2023
Q4 		$7.95M Buy
73,349
+824
+1% +$86.1K 3.02% 6
2023
Q3 		$7.44M Sell
72,525
-675
-0.9% -$71.2K 3.1% 6
2023
Q2 		$7.81M Buy
73,200
+3,391
+5% +$362K 3.12% 6
2023
Q1 		$7.52M Buy
69,809
+3,105
+5% +$332K 3.29% 6
2022
Q4 		$7.04M Buy
66,704
+4,476
+7% +$466K 3.5% 6
2022
Q3 		$6.38M Buy
62,228
+2,298
+4% +$244K 3.71% 7
2022
Q2 		$6.37M Buy
59,930
+577
+1% +$61.6K 3.72% 7
2022
Q1 		$6.51M Buy
59,353
+1,335
+2% +$151K 3.47% 7
2021
Q4 		$6.75M Buy
+58,018
New +$6.74M 3.53% 7

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

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

Aquire Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 9.7% in Q2 2026, selling an estimated $1.07M and leaving 93,898 shares worth $10.1M. The position accounts for 2.32% of the portfolio, ranked #7.

Aquire Wealth Advisors first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.3M in Q3 2025. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Aquire Wealth Advisors held 93,898 shares of iShares National Muni Bond ETF worth $10.1M as of Q2 2026.
  • Aquire Wealth Advisors sold 10,031 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.07M.
  • iShares National Muni Bond ETF made up 2.32% of Aquire Wealth Advisors's portfolio in Q2 2026, its #7 holding.
  • Aquire Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Aquire Wealth Advisors's iShares National Muni Bond ETF position peaked at $11.3M in Q3 2025.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.