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Cassaday & Co Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Cassaday & Co 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 		$70.1K Sell
651
-51
-7% -$5.45K ﹤0.01% 558
2026
Q1 		$74.5K Buy
+702
New +$75.5K ﹤0.01% 529

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cassaday & Co Wealth Management's MUB Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 7.3% in Q2 2026, selling an estimated $5.45K and leaving 651 shares worth $70.1K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Cassaday & Co Wealth Management first reported a position in MUB in Q1 2026 and has held it in 2 quarters since. The position peaked at $74.5K in Q1 2026. 1,639 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Cassaday & Co Wealth Management held 651 shares of iShares National Muni Bond ETF worth $70.1K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 51 iShares National Muni Bond ETF shares in Q2 2026, an estimated $5.45K.
  • iShares National Muni Bond ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #558 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's iShares National Muni Bond ETF position peaked at $74.5K in Q1 2026.
  • 1,639 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.