Caliber Wealth Management (Kansas)’s iShares National Muni Bond ETF MUB Stock Holding History

Caliber Wealth Management (Kansas)’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	$2.84M	Sell	26,355 -5,037	-16%	-$539K	0.27%	74
2026 Q1	$3.33M	Sell	31,392 -30,040	-49%	-$3.23M	0.36%	59
2025 Q4	$6.58M	Sell	61,432 -4,424	-7%	-$474K	0.71%	26
2025 Q3	$7.01M	Sell	65,856 -2,784	-4%	-$291K	0.78%	27
2025 Q2	$7.17M	Buy	68,640 +1,316	+2%	+$137K	0.77%	28
2025 Q1	$7.1M	Buy	+67,324	New	+$7.16M	0.97%	21

Other funds holding MUB

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 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s MUB Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares National Muni Bond ETF (MUB) stake by 16% in Q2 2026, selling an estimated $539K and leaving 26,355 shares worth $2.84M. The position accounts for 0.27% of the portfolio, ranked #74.

Caliber Wealth Management (Kansas) first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.17M in Q2 2025. 739 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Caliber Wealth Management (Kansas) held 26,355 shares of iShares National Muni Bond ETF worth $2.84M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 5,037 iShares National Muni Bond ETF shares in Q2 2026, an estimated $539K.
iShares National Muni Bond ETF made up 0.27% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #74 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s iShares National Muni Bond ETF position peaked at $7.17M in Q2 2025.
739 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.