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

Delta 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
2025
Q2 		– Sell
-3,588
Closed -$378K – 47
2025
Q1 		$378K Sell
3,588
-2,671
-43% -$284K 0.34% 26
2024
Q4 		$667K Buy
6,259
+2,986
+91% +$321K 0.63% 24
2024
Q3 		$356K Sell
3,273
-520
-14% -$56K 0.34% 27
2024
Q2 		$404K Sell
3,793
-1,468
-28% -$156K 0.4% 27
2024
Q1 		$566K Buy
+5,261
New +$568K 0.58% 30

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Delta Wealth Advisors's MUB Position: Q2 2025 in Review

Delta Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q2 2025, closing a stake of 3,588 shares — an estimated $378K sold.

Delta Wealth Advisors first reported a position in MUB in Q1 2024 and held it in 5 quarters. The position peaked at $667K in Q4 2024. 1,536 funds tracked by Wall St. Rank hold MUB as of Q2 2025.

  • Delta Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Delta Wealth Advisors sold 3,588 iShares National Muni Bond ETF shares in Q2 2025, an estimated $378K.
  • Delta Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q1 2024 and held it in 5 quarters.
  • Delta Wealth Advisors's iShares National Muni Bond ETF position peaked at $667K in Q4 2024.
  • 1,536 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2025.

Based on Delta Wealth Advisors's 13F filing for Q2 2025, filed 10 Oct 2025.