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

Benchmark 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
2025 Q2	$249K	Buy	+2,381	New	+$248K	0.11%	67
2022 Q4	–	Sell	-5,558	Closed	-$570K	–	53
2022 Q3	$570K	Sell	5,558 -915	-14%	-$97.3K	0.45%	23
2022 Q2	$688K	Buy	6,473 +460	+8%	+$49.1K	0.51%	19
2022 Q1	$659K	Hold	6,013	–	–	0.44%	22
2021 Q4	$699K	Hold	6,013	–	–	0.45%	21
2021 Q3	$699K	Hold	6,013	–	–	0.49%	19
2021 Q2	$705K	Hold	6,013	–	–	0.48%	19
2021 Q1	$698K	Hold	6,013	–	–	0.52%	19
2020 Q4	$705K	Hold	6,013	–	–	0.53%	18
2020 Q3	$697K	Hold	6,013	–	–	0.55%	16
2020 Q2	$694K	Sell	6,013 -1,582	-21%	-$180K	0.59%	16
2020 Q1	$858K	Hold	7,595	–	–	0.86%	13
2019 Q4	$865K	Buy	+7,595	New	+$865K	0.75%	16

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Benchmark Wealth Management's MUB Position: Q2 2025 in Review

Benchmark Wealth Management opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2025: 2,381 shares worth $249K. The stake represents 0.11% of the portfolio and ranks #67 among its holdings. This is a return to the name: Benchmark Wealth Management previously reported a position in MUB as recently as Q3 2022.

Benchmark Wealth Management first reported a position in MUB in Q4 2019 and has held it in 13 quarters since. The position peaked at $865K in Q4 2019. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

Benchmark Wealth Management held 2,381 shares of iShares National Muni Bond ETF worth $249K as of Q2 2025.
iShares National Muni Bond ETF was a new Benchmark Wealth Management position in Q2 2025.
iShares National Muni Bond ETF made up 0.11% of Benchmark Wealth Management's portfolio in Q2 2025, its #67 holding.
Benchmark Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 13 quarters since.
Benchmark Wealth Management's iShares National Muni Bond ETF position peaked at $865K in Q4 2019.
1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.