Astoria Strategic Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Astoria Strategic 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	$2.72M	Buy	25,263 +1,520	+6%	+$163K	0.62%	18
2026 Q1	$2.52M	Sell	23,743 -431	-2%	-$46.3K	0.64%	17
2025 Q4	$2.59M	Sell	24,174 -1,608	-6%	-$172K	0.65%	17
2025 Q3	$2.75M	Sell	25,782 -47,552	-65%	-$4.98M	0.69%	17
2025 Q2	$7.66M	Buy	73,334 +11,673	+19%	+$1.21M	2.07%	11
2025 Q1	$6.5M	Buy	61,661 +1,460	+2%	+$155K	1.91%	14
2024 Q4	$6.41M	Buy	+60,201	New	+$6.47M	1.91%	14

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Astoria Strategic Wealth's MUB Position: Q2 2026 in Review

Astoria Strategic Wealth increased its iShares National Muni Bond ETF (MUB) stake by 6.4% in Q2 2026, buying an estimated $163K and bringing the position to 25,263 shares worth $2.72M. The position accounts for 0.62% of the portfolio, ranked #18.

Astoria Strategic Wealth first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.66M in Q2 2025. 448 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Astoria Strategic Wealth held 25,263 shares of iShares National Muni Bond ETF worth $2.72M as of Q2 2026.
Astoria Strategic Wealth bought 1,520 iShares National Muni Bond ETF shares in Q2 2026, an estimated $163K.
iShares National Muni Bond ETF made up 0.62% of Astoria Strategic Wealth's portfolio in Q2 2026, its #18 holding.
Astoria Strategic Wealth first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Astoria Strategic Wealth's iShares National Muni Bond ETF position peaked at $7.66M in Q2 2025.
448 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Astoria Strategic Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.