Atwood & Palmer’s iShares National Muni Bond ETF MUB Stock Holding History

Atwood & Palmer’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	$91.8K	Buy	853 +7	+0.8%	+$749	﹤0.01%	206
2026 Q1	$89.8K	Buy	846 +4	+0.5%	+$430	0.01%	203
2025 Q4	$90.2K	Buy	842 +9	+1%	+$964	0.01%	200
2025 Q3	$88.7K	Buy	833 +7	+0.8%	+$733	0.01%	202
2025 Q2	$86.3K	Buy	+826	New	+$85.9K	0.01%	203
2022 Q3	–	Sell	-393	Closed	-$42K	–	391
2022 Q2	$42K	Hold	393	–	–	﹤0.01%	221
2022 Q1	$43K	Hold	393	–	–	﹤0.01%	238
2021 Q4	$46K	Hold	393	–	–	﹤0.01%	238
2021 Q3	$46K	Hold	393	–	–	﹤0.01%	228
2021 Q2	$46K	Hold	393	–	–	﹤0.01%	228
2021 Q1	$46K	Sell	393 -166	-30%	-$19.4K	﹤0.01%	226
2020 Q4	$66K	Buy	559 +166	+42%	+$19.3K	0.01%	191
2020 Q3	$46K	Hold	393	–	–	0.01%	201
2020 Q2	$45K	Hold	393	–	–	0.01%	194
2020 Q1	$44K	Sell	393 -393	-50%	-$44.9K	0.01%	187
2019 Q4	$90K	Hold	786	–	–	0.01%	163
2019 Q3	$90K	Buy	+786	New	+$89.7K	0.01%	167

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Atwood & Palmer's MUB Position: Q2 2026 in Review

Atwood & Palmer increased its iShares National Muni Bond ETF (MUB) stake by 0.83% in Q2 2026, buying an estimated $749 and bringing the position to 853 shares worth $91.8K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

Atwood & Palmer first reported a position in MUB in Q3 2019 and has held it in 17 quarters since. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Atwood & Palmer held 853 shares of iShares National Muni Bond ETF worth $91.8K as of Q2 2026.
Atwood & Palmer bought 7 iShares National Muni Bond ETF shares in Q2 2026, an estimated $749.
iShares National Muni Bond ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #206 holding.
Atwood & Palmer first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 17 quarters since.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.