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Compass Wealth Management (Georgia)’s iShares National Muni Bond ETF MUB Stock Holding History

Compass Wealth Management (Georgia)’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 		$865K Buy
8,041
+35
+0.4% +$3.74K 0.34% 40
2026
Q1 		$850K Buy
8,006
+23
+0.3% +$2.47K 0.36% 37
2025
Q4 		$855K Sell
7,983
-66
-0.8% -$7.07K 0.35% 38
2025
Q3 		$857K Sell
8,049
-459
-5% -$48K 0.38% 36
2025
Q2 		$889K Buy
+8,508
New +$885K 0.48% 32

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

Compass Wealth Management (Georgia)'s MUB Position: Q2 2026 in Review

Compass Wealth Management (Georgia) increased its iShares National Muni Bond ETF (MUB) stake by 0.44% in Q2 2026, buying an estimated $3.74K and bringing the position to 8,041 shares worth $865K. The position accounts for 0.34% of the portfolio, ranked #40.

Compass Wealth Management (Georgia) first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $889K in Q2 2025. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Compass Wealth Management (Georgia) held 8,041 shares of iShares National Muni Bond ETF worth $865K as of Q2 2026.
  • Compass Wealth Management (Georgia) bought 35 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.74K.
  • iShares National Muni Bond ETF made up 0.34% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #40 holding.
  • Compass Wealth Management (Georgia) first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Compass Wealth Management (Georgia)'s iShares National Muni Bond ETF position peaked at $889K in Q2 2025.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.