Avid Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Avid Wealth Partners’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	$907K	Sell	8,429 -33,038	-80%	-$3.53M	0.44%	32
2026 Q1	$4.4M	Buy	41,467 +4,646	+13%	+$500K	2.08%	15
2025 Q4	$3.94M	Sell	36,821 -3,732	-9%	-$400K	1.93%	15
2025 Q3	$4.32M	Buy	40,553 +15,945	+65%	+$1.67M	2.15%	15
2025 Q2	$2.57M	Sell	24,608 -16,893	-41%	-$1.76M	1.47%	20
2025 Q1	$4.38M	Buy	41,501 +16,441	+66%	+$1.75M	2.97%	12
2024 Q4	$2.67M	Sell	25,060 -3,124	-11%	-$336K	1.9%	16
2024 Q3	$3.06M	Buy	28,184 +9,347	+50%	+$1.01M	2.17%	14
2024 Q2	$2.01M	Sell	18,837 -31,935	-63%	-$3.4M	1.56%	18
2024 Q1	$5.46M	Buy	50,772 +28,553	+129%	+$3.08M	4.39%	8
2023 Q4	$2.41M	Buy	+22,219	New	+$2.32M	2.39%	13

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

Avid Wealth Partners's MUB Position: Q2 2026 in Review

Avid Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 80% in Q2 2026, selling an estimated $3.53M and leaving 8,429 shares worth $907K. The position accounts for 0.44% of the portfolio, ranked #32.

Avid Wealth Partners first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.46M in Q1 2024. 981 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Avid Wealth Partners held 8,429 shares of iShares National Muni Bond ETF worth $907K as of Q2 2026.
Avid Wealth Partners sold 33,038 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.53M.
iShares National Muni Bond ETF made up 0.44% of Avid Wealth Partners's portfolio in Q2 2026, its #32 holding.
Avid Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Avid Wealth Partners's iShares National Muni Bond ETF position peaked at $5.46M in Q1 2024.
981 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.