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Blake Schutter Theil Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Blake Schutter Theil Wealth Advisors’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 		$1.07M Sell
9,943
-936
-9% -$100K 0.72% 28
2026
Q1 		$1.15M Sell
10,879
-90
-0.8% -$9.68K 0.94% 24
2025
Q4 		$1.17M Sell
10,969
-70
-0.6% -$7.49K 0.97% 21
2025
Q3 		$1.18M Sell
11,039
-937
-8% -$98.1K 1.16% 20
2025
Q2 		$1.25M Buy
11,976
+302
+3% +$31.4K 1.42% 14
2025
Q1 		$1.23M Buy
11,674
+2,237
+24% +$238K 1.4% 11
2024
Q4 		$1.01M Hold
9,437
– – 1.06% 18
2024
Q3 		$1.03M Buy
+9,437
New +$1.02M 0.74% 34

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

Blake Schutter Theil Wealth Advisors's MUB Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 8.6% in Q2 2026, selling an estimated $100K and leaving 9,943 shares worth $1.07M. The position accounts for 0.72% of the portfolio, ranked #28.

Blake Schutter Theil Wealth Advisors first reported a position in MUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q2 2025. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Blake Schutter Theil Wealth Advisors held 9,943 shares of iShares National Muni Bond ETF worth $1.07M as of Q2 2026.
  • Blake Schutter Theil Wealth Advisors sold 936 iShares National Muni Bond ETF shares in Q2 2026, an estimated $100K.
  • iShares National Muni Bond ETF made up 0.72% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Blake Schutter Theil Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Blake Schutter Theil Wealth Advisors's iShares National Muni Bond ETF position peaked at $1.25M in Q2 2025.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.