Catalyst Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Catalyst Private Wealth’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	$748K	Hold	6,954	–	–	0.36%	41
2026 Q1	$738K	Hold	6,954	–	–	0.4%	38
2025 Q4	$745K	Sell	6,954 -4	-0.1%	-$428	0.33%	38
2025 Q3	$741K	Hold	6,958	–	–	0.33%	38
2025 Q2	$727K	Buy	+6,958	New	+$723K	0.32%	38
2025 Q1	–	Sell	-3,570	Closed	-$380K	–	84
2024 Q4	$380K	Buy	+3,570	New	+$384K	0.17%	63
2023 Q4	–	Sell	-2,115	Closed	-$217K	–	80
2023 Q3	$217K	Sell	2,115 -427	-17%	-$45K	0.13%	69
2023 Q2	$271K	Sell	2,542 -6,249	-71%	-$668K	0.17%	61
2023 Q1	$947K	Buy	8,791 +158	+2%	+$16.9K	0.65%	31
2022 Q4	$911K	Sell	8,633 -6,662	-44%	-$694K	0.74%	29
2022 Q3	$1.57M	Sell	15,295 -19,576	-56%	-$2.08M	1.18%	16
2022 Q2	$3.71M	Buy	34,871 +1,173	+3%	+$125K	2.63%	5
2022 Q1	$3.69M	Buy	33,698 +20,108	+148%	+$2.27M	1.85%	9
2021 Q4	$1.58M	Buy	13,590 +4,755	+54%	+$552K	0.68%	16
2021 Q3	$1.03M	Sell	8,835 -1,036	-10%	-$121K	0.44%	21
2021 Q2	$1.16M	Sell	9,871 -1,601	-14%	-$187K	0.64%	17
2021 Q1	$1.33M	Buy	11,472 +4,806	+72%	+$561K	0.94%	14
2020 Q4	$781K	Buy	6,666 +710	+12%	+$82.5K	0.68%	21
2020 Q3	$691K	Buy	+5,956	New	+$692K	0.67%	19

Other funds holding MUB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Catalyst Private Wealth's MUB Position: Q2 2026 in Review

Catalyst Private Wealth held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 6,954 shares worth $748K. The position accounts for 0.36% of the portfolio, ranked #41.

Catalyst Private Wealth first reported a position in MUB in Q3 2020 and has held it in 19 quarters since. The position peaked at $3.71M in Q2 2022. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Catalyst Private Wealth held 6,954 shares of iShares National Muni Bond ETF worth $748K as of Q2 2026.
Catalyst Private Wealth left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.36% of Catalyst Private Wealth's portfolio in Q2 2026, its #41 holding.
Catalyst Private Wealth first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 19 quarters since.
Catalyst Private Wealth's iShares National Muni Bond ETF position peaked at $3.71M in Q2 2022.
855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.