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

Cornerstone Wealth Management’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	$2.37M	Buy	22,044 +1,937	+10%	+$207K	0.1%	191
2026 Q1	$2.13M	Sell	20,107 -5,069	-20%	-$545K	0.11%	180
2025 Q4	$2.7M	Sell	25,176 -420	-2%	-$45K	0.14%	148
2025 Q3	$2.73M	Buy	25,596 +204	+0.8%	+$21.3K	0.15%	134
2025 Q2	$2.65M	Sell	25,392 -80	-0.3%	-$8.32K	0.16%	130
2025 Q1	$2.69M	Sell	25,472 -1,552	-6%	-$165K	0.18%	117
2024 Q4	$2.88M	Buy	27,024 +199	+0.7%	+$21.4K	0.19%	108
2024 Q3	$2.91M	Buy	26,825 +27	+0.1%	+$2.91K	0.21%	103
2024 Q2	$2.86M	Sell	26,798 -2,138	-7%	-$228K	0.22%	101
2024 Q1	$3.11M	Buy	28,936 +984	+4%	+$106K	0.25%	91
2023 Q4	$3.03M	Sell	27,952 -2,805	-9%	-$293K	0.26%	92
2023 Q3	$3.15M	Buy	30,757 +1,439	+5%	+$152K	0.3%	80
2023 Q2	$3.13M	Buy	29,318 +3,372	+13%	+$360K	0.28%	84
2023 Q1	$2.8M	Buy	+25,946	New	+$2.77M	0.27%	86
2022 Q3	$3.33M	Buy	32,429 +4,784	+17%	+$509K	0.37%	61
2022 Q2	$2.94M	Sell	27,645 -10,371	-27%	-$1.11M	0.33%	66
2022 Q1	$4.17M	Buy	38,016 +1,122	+3%	+$127K	0.41%	54
2021 Q4	$4.29M	Sell	36,894 -711	-2%	-$82.6K	0.41%	53
2021 Q3	$4.37M	Sell	37,605 -4,085	-10%	-$479K	0.46%	45
2021 Q2	$4.89M	Buy	41,690 +1,241	+3%	+$145K	0.51%	37
2021 Q1	$4.69M	Buy	40,449 +1,741	+4%	+$203K	0.56%	34
2020 Q4	$4.54M	Buy	38,708 +3,724	+11%	+$433K	0.57%	32
2020 Q3	$4.06M	Buy	34,984 +7,756	+28%	+$901K	0.6%	30
2020 Q2	$3.14M	Buy	27,228 +2,211	+9%	+$251K	0.51%	35
2020 Q1	$2.83M	Buy	25,017 +4,018	+19%	+$459K	0.55%	35
2019 Q4	$2.39M	Buy	20,999 +93	+0.4%	+$10.6K	0.39%	51
2019 Q3	$2.38M	Sell	20,906 -730	-3%	-$83.3K	0.42%	50
2019 Q2	$2.45M	Buy	21,636 +1,349	+7%	+$151K	0.44%	47
2019 Q1	$731K	Buy	20,287 +2,048	+11%	+$225K	0.09%	231
2018 Q4	$1.99M	Sell	18,239 -1,346,810	-99%	-$145M	0.42%	44
2018 Q3	$12.3M	Sell	1,365,049 -965,822	-41%	-$105M	0.16%	149
2018 Q2	$21.4M	Buy	2,330,871 +2,298,006	+6,992%	+$249M	0.24%	96
2018 Q1	$3.57M	Buy	32,865 +22,947	+231%	+$2.5M	0.68%	26
2017 Q4	$1.1M	Sell	9,918 -2,403	-20%	-$266K	0.21%	108
2017 Q3	$1.36M	Buy	12,321 +598	+5%	+$66.3K	0.28%	78
2017 Q2	$1.28M	Buy	11,723 +2,361	+25%	+$260K	0.29%	74
2017 Q1	$1.02M	Buy	9,362 +54	+0.6%	+$5.85K	0.25%	90
2016 Q4	$1M	Buy	9,308 +3,586	+63%	+$393K	0.32%	62
2016 Q3	$642K	Buy	+5,722	New	+$648K	0.24%	87
2016 Q1	$368K	Buy	+3,268	New	+$364K	0.28%	61

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 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

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

Cornerstone Wealth Management's MUB Position: Q2 2026 in Review

Cornerstone Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 9.6% in Q2 2026, buying an estimated $207K and bringing the position to 22,044 shares worth $2.37M. The position accounts for 0.1% of the portfolio, ranked #191.

Cornerstone Wealth Management first reported a position in MUB in Q1 2016 and has held it in 40 quarters since. The position peaked at $21.4M in Q2 2018. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Cornerstone Wealth Management held 22,044 shares of iShares National Muni Bond ETF worth $2.37M as of Q2 2026.
Cornerstone Wealth Management bought 1,937 iShares National Muni Bond ETF shares in Q2 2026, an estimated $207K.
iShares National Muni Bond ETF made up 0.1% of Cornerstone Wealth Management's portfolio in Q2 2026, its #191 holding.
Cornerstone Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2016 and has held it in 40 quarters since.
Cornerstone Wealth Management's iShares National Muni Bond ETF position peaked at $21.4M in Q2 2018.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.