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Axxcess Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Axxcess Wealth Management’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 		$23.1M Buy
+214,584
New +$22.9M 0.37% 56
2026
Q1 		– Sell
-210,915
Closed -$22.6M – 774
2025
Q4 		$22.6M Buy
210,915
+6,595
+3% +$706K 0.39% 52
2025
Q3 		$21.8M Sell
204,320
-8,308
-4% -$869K 0.46% 43
2025
Q2 		$22.2M Buy
212,628
+15,025
+8% +$1.56M 0.52% 38
2025
Q1 		$20.8M Sell
197,603
-2,573
-1% -$274K 0.55% 38
2024
Q4 		$21.3M Sell
200,176
-1,456
-0.7% -$156K 0.51% 43
2024
Q3 		$21.9M Buy
201,632
+11,931
+6% +$1.29M 0.54% 39
2024
Q2 		$20.2M Buy
189,701
+6,680
+4% +$711K 0.53% 39
2024
Q1 		$19.7M Buy
183,021
+52,419
+40% +$5.66M 0.54% 36
2023
Q4 		$14.2M Sell
130,602
-53,837
-29% -$5.63M 0.41% 48
2023
Q3 		$18.9M Buy
184,439
+163,380
+776% +$17.2M 0.64% 33
2023
Q2 		$2.25M Buy
21,059
+662
+3% +$70.8K 0.16% 123
2023
Q1 		$2.2M Sell
20,397
-4,923
-19% -$526K 0.17% 128
2022
Q4 		$2.67M Sell
25,320
-9,874
-28% -$1.03M 0.22% 101
2022
Q3 		$3.61M Buy
35,194
+9,576
+37% +$1.02M 0.34% 66
2022
Q2 		$2.72M Buy
25,618
+4,069
+19% +$434K 0.25% 84
2022
Q1 		$2.36M Buy
21,549
+2,216
+11% +$250K 0.18% 109
2021
Q4 		$2.25M Buy
+19,333
New +$2.24M 0.16% 111

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Portfolio Solutions
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Axxcess Wealth Management's MUB Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 214,584 shares worth $23.1M. The stake represents 0.37% of the portfolio and ranks #56 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in MUB as recently as Q4 2025.

Axxcess Wealth Management first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Axxcess Wealth Management held 214,584 shares of iShares National Muni Bond ETF worth $23.1M as of Q2 2026.
  • iShares National Muni Bond ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares National Muni Bond ETF made up 0.37% of Axxcess Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Axxcess Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.