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

Castle 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 		$314K Hold
2,916
– – 0.09% 111
2026
Q1 		$310K Hold
2,916
– – 0.1% 105
2025
Q4 		$312K Hold
2,916
– – 0.1% 102
2025
Q3 		$311K Buy
+2,916
New +$305K 0.1% 100

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

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

Castle Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,916 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #111.

Castle Wealth Management first reported a position in MUB in Q3 2025 and has held it in 4 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Castle Wealth Management held 2,916 shares of iShares National Muni Bond ETF worth $314K as of Q2 2026.
  • Castle Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.09% of Castle Wealth Management's portfolio in Q2 2026, its #111 holding.
  • Castle Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.