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

Consilio 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	$1.3M	Buy	12,119 +133	+1%	+$14.2K	0.31%	37
2026 Q1	$1.27M	Sell	11,986 -543	-4%	-$58.4K	0.37%	34
2025 Q4	$1.34M	Sell	12,529 -115	-0.9%	-$12.3K	0.39%	30
2025 Q3	$1.35M	Buy	12,644 +425	+3%	+$44.5K	0.44%	28
2025 Q2	$1.27M	Sell	12,219 -2,721	-18%	-$283K	0.45%	26
2025 Q1	$1.58M	Buy	14,940 +933	+7%	+$99.2K	0.66%	19
2024 Q4	$1.49M	Buy	14,007 +800	+6%	+$86K	0.61%	21
2024 Q3	$1.43M	Buy	13,207 +525	+4%	+$56.6K	0.59%	22
2024 Q2	$1.35M	Sell	12,682 -138	-1%	-$14.7K	0.61%	22
2024 Q1	$1.38M	Sell	12,820 -284	-2%	-$30.6K	0.65%	20
2023 Q4	$1.42M	Sell	13,104 -5,021	-28%	-$525K	0.72%	22
2023 Q3	$1.84M	Sell	18,125 -324	-2%	-$34.2K	1.07%	18
2023 Q2	$1.97M	Sell	18,449 -181	-1%	-$19.3K	1.08%	19
2023 Q1	$2.01M	Buy	18,630 +833	+5%	+$89K	1.14%	21
2022 Q4	$1.88M	Buy	17,797 +992	+6%	+$103K	1.2%	19
2022 Q3	$1.72M	Sell	16,805 -595	-3%	-$63.3K	1.35%	18
2022 Q2	$1.85M	Buy	17,400 +1,517	+10%	+$162K	1.5%	17
2022 Q1	$1.74M	Sell	15,883 -1,359	-8%	-$153K	1.37%	14
2021 Q4	$2M	Buy	+17,242	New	+$2M	1.56%	15

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

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

Consilio Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 1.1% in Q2 2026, buying an estimated $14.2K and bringing the position to 12,119 shares worth $1.3M. The position accounts for 0.31% of the portfolio, ranked #37.

Consilio Wealth Advisors first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.01M in Q1 2023. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Consilio Wealth Advisors held 12,119 shares of iShares National Muni Bond ETF worth $1.3M as of Q2 2026.
Consilio Wealth Advisors bought 133 iShares National Muni Bond ETF shares in Q2 2026, an estimated $14.2K.
iShares National Muni Bond ETF made up 0.31% of Consilio Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Consilio Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
Consilio Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.01M in Q1 2023.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.