Conscious Wealth Investments’s iShares National Muni Bond ETF MUB Stock Holding History

Conscious Wealth Investments’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	$762K	Buy	7,177 +1,379	+24%	+$147K	0.39%	47
2026 Q1	$620K	Buy	5,798 +106	+2%	+$11.4K	0.35%	46
2025 Q4	$614K	Sell	5,692 -63	-1%	-$6.75K	0.37%	47
2025 Q3	$619K	Buy	5,755 +558	+11%	+$58.4K	0.37%	44
2025 Q2	$540K	Sell	5,197 -68	-1%	-$7.07K	0.34%	44
2025 Q1	$549K	Sell	5,265 -368	-7%	-$39.1K	0.38%	41
2024 Q4	$598K	Sell	5,633 -1,508	-21%	-$162K	0.41%	40
2024 Q3	$762K	Sell	7,141 -24	-0.3%	-$2.59K	0.52%	39
2024 Q2	$769K	Sell	7,165 -2,287	-24%	-$244K	0.55%	39
2024 Q1	$1M	Sell	9,452 -1,628	-15%	-$176K	0.76%	38
2023 Q4	$1.19M	Buy	+11,080	New	+$1.16M	0.95%	38

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

Conscious Wealth Investments's MUB Position: Q2 2026 in Review

Conscious Wealth Investments increased its iShares National Muni Bond ETF (MUB) stake by 24% in Q2 2026, buying an estimated $147K and bringing the position to 7,177 shares worth $762K. The position accounts for 0.39% of the portfolio, ranked #47.

Conscious Wealth Investments first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q4 2023. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Conscious Wealth Investments held 7,177 shares of iShares National Muni Bond ETF worth $762K as of Q2 2026.
Conscious Wealth Investments bought 1,379 iShares National Muni Bond ETF shares in Q2 2026, an estimated $147K.
iShares National Muni Bond ETF made up 0.39% of Conscious Wealth Investments's portfolio in Q2 2026, its #47 holding.
Conscious Wealth Investments first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Conscious Wealth Investments's iShares National Muni Bond ETF position peaked at $1.19M in Q4 2023.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Conscious Wealth Investments's 13F filing for Q2 2026, filed 11 Aug 2026.