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Aspen Wealth Strategies’s iShares National Muni Bond ETF MUB Stock Holding History

Aspen Wealth Strategies’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 		$625K Sell
5,810
-339
-6% -$36.3K 0.3% 48
2026
Q1 		$653K Buy
6,149
+250
+4% +$26.9K 0.35% 46
2025
Q4 		$632K Buy
5,899
+673
+13% +$72.1K 0.35% 43
2025
Q3 		$557K Sell
5,226
-1,023
-16% -$107K 0.31% 47
2025
Q2 		$653K Sell
6,249
-964
-13% -$100K 0.39% 39
2025
Q1 		$761K Sell
7,213
-744
-9% -$79.1K 0.5% 35
2024
Q4 		$848K Buy
7,957
+325
+4% +$34.9K 0.54% 31
2024
Q3 		$829K Sell
7,632
-270
-3% -$29.1K 0.53% 27
2024
Q2 		$849K Sell
7,902
-1,189
-13% -$127K 0.59% 25
2024
Q1 		$978K Sell
9,091
-2,908
-24% -$314K 0.68% 23
2023
Q4 		$1.3M Sell
11,999
-51,568
-81% -$5.39M 0.95% 21
2023
Q3 		$6.52M Buy
63,567
+757
+1% +$79.8K 5.08% 8
2023
Q2 		$6.7M Sell
62,810
-331
-0.5% -$35.4K 5.09% 8
2023
Q1 		$6.8M Buy
63,141
+5,762
+10% +$616K 5.28% 8
2022
Q4 		$6.05M Buy
+57,379
New +$5.98M 4.85% 8

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

Aspen Wealth Strategies's MUB Position: Q2 2026 in Review

Aspen Wealth Strategies reduced its iShares National Muni Bond ETF (MUB) stake by 5.5% in Q2 2026, selling an estimated $36.3K and leaving 5,810 shares worth $625K. The position accounts for 0.3% of the portfolio, ranked #48.

Aspen Wealth Strategies first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.8M in Q1 2023. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Aspen Wealth Strategies held 5,810 shares of iShares National Muni Bond ETF worth $625K as of Q2 2026.
  • Aspen Wealth Strategies sold 339 iShares National Muni Bond ETF shares in Q2 2026, an estimated $36.3K.
  • iShares National Muni Bond ETF made up 0.3% of Aspen Wealth Strategies's portfolio in Q2 2026, its #48 holding.
  • Aspen Wealth Strategies first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Aspen Wealth Strategies's iShares National Muni Bond ETF position peaked at $6.8M in Q1 2023.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.