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Ashton Thomas Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Ashton Thomas Private Wealth’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 		$7.28M Sell
67,604
-2,184
-3% -$234K 0.15% 141
2026
Q1 		$7.41M Buy
69,788
+1,347
+2% +$145K 0.18% 122
2025
Q4 		$7.33M Buy
68,441
+826
+1% +$88.4K 0.18% 122
2025
Q3 		$7.2M Buy
67,615
+6,533
+11% +$684K 0.19% 127
2025
Q2 		$6.38M Sell
61,082
-7,082
-10% -$736K 0.22% 113
2025
Q1 		$7.19M Sell
68,164
-11,099
-14% -$1.18M 0.27% 89
2024
Q4 		$8.45M Buy
79,263
+67,439
+570% +$7.25M 0.33% 75
2024
Q3 		$1.28M Buy
11,824
+123
+1% +$13.3K 0.07% 270
2024
Q2 		$1.25M Buy
11,701
+3,743
+47% +$399K 0.07% 273
2024
Q1 		$856K Buy
7,958
+193
+2% +$20.8K 0.05% 328
2023
Q4 		$842K Buy
7,765
+459
+6% +$48K 0.05% 322
2023
Q3 		$749K Sell
7,306
-3,777
-34% -$398K 0.05% 330
2023
Q2 		$1.18M Sell
11,083
-930
-8% -$99.4K 0.09% 239
2023
Q1 		$1.29M Buy
12,013
+9,726
+425% +$1.04M 0.11% 213
2022
Q4 		$241K Sell
2,287
-368
-14% -$38.4K 0.02% 435
2022
Q3 		$272K Buy
2,655
+593
+29% +$63K 0.03% 393
2022
Q2 		$219K Sell
2,062
-1,279
-38% -$136K 0.02% 423
2022
Q1 		$366K Sell
3,341
-177
-5% -$20K 0.03% 386
2021
Q4 		$409K Buy
3,518
+630
+22% +$73.2K 0.04% 345
2021
Q3 		$335K Buy
2,888
+400
+16% +$46.9K 0.05% 291
2021
Q2 		$292K Buy
2,488
+20
+0.8% +$2.34K 0.04% 293
2021
Q1 		$286K Buy
2,468
+129
+6% +$15K 0.05% 267
2020
Q4 		$274K Buy
2,339
+417
+22% +$48.4K 0.05% 268
2020
Q3 		$223K Sell
1,922
-629
-25% -$73.1K 0.06% 242
2020
Q2 		$294K Sell
2,551
-5,119
-67% -$581K 0.09% 195
2020
Q1 		$867K Buy
7,670
+1,976
+35% +$226K 0.35% 81
2019
Q4 		$649K Sell
5,694
-428
-7% -$48.8K 0.21% 124
2019
Q3 		$699K Sell
6,122
-24,582
-80% -$2.8M 0.29% 84
2019
Q2 		$3.47M Buy
30,704
+25,636
+506% +$2.87M 1.34% 18
2019
Q1 		$564K Buy
+5,068
New +$556K 0.23% 88

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

Ashton Thomas Private Wealth's MUB Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 3.1% in Q2 2026, selling an estimated $234K and leaving 67,604 shares worth $7.28M. The position accounts for 0.15% of the portfolio, ranked #141.

Ashton Thomas Private Wealth first reported a position in MUB in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.45M in Q4 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Ashton Thomas Private Wealth held 67,604 shares of iShares National Muni Bond ETF worth $7.28M as of Q2 2026.
  • Ashton Thomas Private Wealth sold 2,184 iShares National Muni Bond ETF shares in Q2 2026, an estimated $234K.
  • iShares National Muni Bond ETF made up 0.15% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #141 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • Ashton Thomas Private Wealth's iShares National Muni Bond ETF position peaked at $8.45M in Q4 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.