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Centerline Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Centerline 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 		$1.7M Sell
15,836
-900
-5% -$96.3K 0.53% 36
2026
Q1 		$1.78M Buy
+16,736
New +$1.8M 0.64% 33

Other funds holding MUB

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Centerline Wealth Advisors's MUB Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 5.4% in Q2 2026, selling an estimated $96.3K and leaving 15,836 shares worth $1.7M. The position accounts for 0.53% of the portfolio, ranked #36.

Centerline Wealth Advisors first reported a position in MUB in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.78M in Q1 2026. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Centerline Wealth Advisors held 15,836 shares of iShares National Muni Bond ETF worth $1.7M as of Q2 2026.
  • Centerline Wealth Advisors sold 900 iShares National Muni Bond ETF shares in Q2 2026, an estimated $96.3K.
  • iShares National Muni Bond ETF made up 0.53% of Centerline Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Centerline Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Centerline Wealth Advisors's iShares National Muni Bond ETF position peaked at $1.78M in Q1 2026.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.