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

Cooksen Wealth’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 		$1.54M Buy
14,331
+820
+6% +$87.7K 0.97% 24
2026
Q1 		$1.43M Buy
13,511
+38
+0.3% +$4.09K 1.04% 24
2025
Q4 		$1.44M Sell
13,473
-910
-6% -$97.4K 1.06% 26
2025
Q3 		$1.53M Buy
14,383
+2,101
+17% +$220K 1.14% 26
2025
Q2 		$1.28M Buy
12,282
+1,108
+10% +$115K 1.03% 26
2025
Q1 		$1.2M Sell
11,174
-1,361
-11% -$145K 1.22% 25
2024
Q4 		$1.34M Buy
12,535
+1,250
+11% +$134K 1.23% 26
2024
Q3 		$1.23M Buy
11,285
+394
+4% +$42.5K 1.15% 26
2024
Q2 		$1.16M Sell
10,891
-283
-3% -$30.1K 1.17% 26
2024
Q1 		$1.2M Sell
11,174
-37
-0.3% -$3.99K 1.25% 25
2023
Q4 		$1.22M Buy
+11,211
New +$1.17M 1.38% 25

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cooksen Wealth's MUB Position: Q2 2026 in Review

Cooksen Wealth increased its iShares National Muni Bond ETF (MUB) stake by 6.1% in Q2 2026, buying an estimated $87.7K and bringing the position to 14,331 shares worth $1.54M. The position accounts for 0.97% of the portfolio, ranked #24.

Cooksen Wealth first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Cooksen Wealth held 14,331 shares of iShares National Muni Bond ETF worth $1.54M as of Q2 2026.
  • Cooksen Wealth bought 820 iShares National Muni Bond ETF shares in Q2 2026, an estimated $87.7K.
  • iShares National Muni Bond ETF made up 0.97% of Cooksen Wealth's portfolio in Q2 2026, its #24 holding.
  • Cooksen Wealth first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cooksen Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.