Code Waechter’s iShares National Muni Bond ETF MUB Stock Holding History

Code Waechter’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	$1.02M	Hold	9,454	–	–	0.53%	37
2026 Q1	$1M	Sell	9,454 -1,125	-11%	-$121K	0.6%	35
2025 Q4	$1.13M	Buy	10,579 +1,125	+12%	+$120K	0.73%	26
2025 Q3	$1.01M	Buy	9,454 +130	+1%	+$13.6K	0.66%	27
2025 Q2	$974K	Sell	9,324 -2,800	-23%	-$291K	0.69%	24
2025 Q1	$1.28M	Buy	12,124 +2,800	+30%	+$298K	1.05%	20
2024 Q4	$993K	Hold	9,324	–	–	0.87%	27
2024 Q3	$1.01M	Buy	+9,324	New	+$1M	0.97%	25

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Code Waechter's MUB Position: Q2 2026 in Review

Code Waechter held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 9,454 shares worth $1.02M. The position accounts for 0.53% of the portfolio, ranked #37.

Code Waechter first reported a position in MUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q1 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Code Waechter held 9,454 shares of iShares National Muni Bond ETF worth $1.02M as of Q2 2026.
Code Waechter left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.53% of Code Waechter's portfolio in Q2 2026, its #37 holding.
Code Waechter first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Code Waechter's iShares National Muni Bond ETF position peaked at $1.28M in Q1 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.