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

Balance 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	$1.08M	Buy	10,053 +681	+7%	+$72.8K	0.29%	62
2026 Q1	$995K	Sell	9,372 -988	-10%	-$106K	0.31%	64
2025 Q4	$1.11M	Buy	10,360 +422	+4%	+$45.2K	0.36%	60
2025 Q3	$1.06M	Sell	9,938 -244	-2%	-$25.5K	0.26%	61
2025 Q2	$1.06M	Sell	10,182 -4,940	-33%	-$514K	0.62%	43
2025 Q1	$1.59M	Buy	+15,122	New	+$1.61M	1.04%	29

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

Balance Wealth's MUB Position: Q2 2026 in Review

Balance Wealth increased its iShares National Muni Bond ETF (MUB) stake by 7.3% in Q2 2026, buying an estimated $72.8K and bringing the position to 10,053 shares worth $1.08M. The position accounts for 0.29% of the portfolio, ranked #62.

Balance Wealth first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.59M in Q1 2025. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Balance Wealth held 10,053 shares of iShares National Muni Bond ETF worth $1.08M as of Q2 2026.
Balance Wealth bought 681 iShares National Muni Bond ETF shares in Q2 2026, an estimated $72.8K.
iShares National Muni Bond ETF made up 0.29% of Balance Wealth's portfolio in Q2 2026, its #62 holding.
Balance Wealth first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
Balance Wealth's iShares National Muni Bond ETF position peaked at $1.59M in Q1 2025.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.