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

Centurion 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	$1M	Buy	9,305 +39	+0.4%	+$4.17K	0.24%	98
2026 Q1	$984K	Buy	9,266 +25	+0.3%	+$2.69K	0.22%	91
2025 Q4	$990K	Buy	9,241 +51	+0.6%	+$5.46K	0.22%	89
2025 Q3	$979K	Buy	9,190 +4,455	+94%	+$466K	0.22%	86
2025 Q2	$495K	Buy	4,735 +338	+8%	+$35.1K	0.14%	125
2025 Q1	$469K	Hold	4,397	–	–	0.15%	111
2024 Q4	$469K	Buy	4,397 +60	+1%	+$6.45K	0.15%	111
2024 Q3	$471K	Buy	+4,337	New	+$467K	0.15%	105
2023 Q1	–	Sell	-2,775	Closed	-$293K	–	160
2022 Q4	$293K	Buy	+2,775	New	+$289K	0.17%	108

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

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

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Centurion Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.42% in Q2 2026, buying an estimated $4.17K and bringing the position to 9,305 shares worth $1M. The position accounts for 0.24% of the portfolio, ranked #98.

Centurion Wealth Management first reported a position in MUB in Q4 2022 and has held it in 9 quarters since. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Centurion Wealth Management held 9,305 shares of iShares National Muni Bond ETF worth $1M as of Q2 2026.
Centurion Wealth Management bought 39 iShares National Muni Bond ETF shares in Q2 2026, an estimated $4.17K.
iShares National Muni Bond ETF made up 0.24% of Centurion Wealth Management's portfolio in Q2 2026, its #98 holding.
Centurion Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 9 quarters since.
322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.