BWM
MUB icon

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

BankPlus 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 		$379K Buy
3,519
+29
+0.8% +$3.1K 0.17% 87
2026
Q1 		$371K Buy
3,490
+18
+0.5% +$1.94K 0.19% 86
2025
Q4 		$372K Sell
3,472
-2,012
-37% -$215K 0.21% 87
2025
Q3 		$584K Buy
5,484
+41
+0.8% +$4.29K 0.34% 56
2025
Q2 		$569K Buy
5,443
+99
+2% +$10.3K 0.38% 49
2025
Q1 		$564K Buy
+5,344
New +$568K 0.41% 47

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

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

BankPlus Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.83% in Q2 2026, buying an estimated $3.1K and bringing the position to 3,519 shares worth $379K. The position accounts for 0.17% of the portfolio, ranked #87.

BankPlus Wealth Management first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $584K in Q3 2025. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • BankPlus Wealth Management held 3,519 shares of iShares National Muni Bond ETF worth $379K as of Q2 2026.
  • BankPlus Wealth Management bought 29 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.1K.
  • iShares National Muni Bond ETF made up 0.17% of BankPlus Wealth Management's portfolio in Q2 2026, its #87 holding.
  • BankPlus Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • BankPlus Wealth Management's iShares National Muni Bond ETF position peaked at $584K in Q3 2025.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.