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

Aries 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	$1.08M	Hold	10,080	–	–	0.21%	95
2026 Q1	$1.07M	Hold	10,080	–	–	0.24%	90
2025 Q4	$1.08M	Buy	10,080 +5,100	+102%	+$546K	0.24%	93
2025 Q3	$530K	Hold	4,980	–	–	0.13%	134
2025 Q2	$520K	Hold	4,980	–	–	0.14%	133
2025 Q1	$525K	Hold	4,980	–	–	0.14%	132
2024 Q4	$531K	Hold	4,980	–	–	0.15%	133
2024 Q3	$541K	Hold	4,980	–	–	0.15%	128
2024 Q2	$531K	Hold	4,980	–	–	0.17%	119
2024 Q1	$536K	Hold	4,980	–	–	0.17%	122
2023 Q4	$540K	Hold	4,980	–	–	0.19%	114
2023 Q3	$509K	Hold	4,980	–	–	0.2%	115
2023 Q2	$532K	Hold	4,980	–	–	0.21%	109
2023 Q1	$537K	Hold	4,980	–	–	0.22%	108
2022 Q4	$525K	Sell	4,980 -900	-15%	-$93.8K	0.23%	108
2022 Q3	$597K	Sell	5,880 -220	-4%	-$23.4K	0.26%	90
2022 Q2	$649K	Buy	+6,100	New	+$651K	0.29%	80
2022 Q1	–	Sell	-5,921	Closed	-$688K	–	167
2021 Q4	$688K	Buy	5,921 +921	+18%	+$107K	0.26%	87
2021 Q3	$581K	Hold	5,000	–	–	0.25%	94
2021 Q2	$586K	Sell	5,000 -9	-0.2%	-$1.05K	0.25%	92
2021 Q1	$584K	Buy	5,009 +9	+0.2%	+$1.05K	0.26%	87
2020 Q4	$585K	Buy	+5,000	New	+$581K	0.29%	80

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

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

Aries Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 10,080 shares worth $1.08M. The position accounts for 0.21% of the portfolio, ranked #95.

Aries Wealth Management first reported a position in MUB in Q4 2020 and has held it in 22 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Aries Wealth Management held 10,080 shares of iShares National Muni Bond ETF worth $1.08M as of Q2 2026.
Aries Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.21% of Aries Wealth Management's portfolio in Q2 2026, its #95 holding.
Aries Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 22 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.