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

ARQ 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	$402K	Buy	+3,794	New	+$406K	0.05%	166
2024 Q4	–	Sell	-4,518	Closed	-$486K	–	103
2024 Q3	$486K	Buy	+4,518	New	+$487K	0.18%	64
2021 Q1	–	Sell	-6,072	Closed	-$712K	–	50
2020 Q4	$712K	Buy	+6,072	New	+$705K	0.45%	28

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

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

ARQ Wealth Advisors opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 3,794 shares worth $402K. The stake represents 0.05% of the portfolio and ranks #166 among its holdings. This is a return to the name: ARQ Wealth Advisors previously reported a position in MUB as recently as Q3 2024.

ARQ Wealth Advisors first reported a position in MUB in Q4 2020 and has held it in 3 quarters since. The position peaked at $712K in Q4 2020. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

ARQ Wealth Advisors held 3,794 shares of iShares National Muni Bond ETF worth $402K as of Q2 2026.
iShares National Muni Bond ETF was a new ARQ Wealth Advisors position in Q2 2026.
iShares National Muni Bond ETF made up 0.05% of ARQ Wealth Advisors's portfolio in Q2 2026, its #166 holding.
ARQ Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 3 quarters since.
ARQ Wealth Advisors's iShares National Muni Bond ETF position peaked at $712K in Q4 2020.
1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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