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

Discipline Wealth Solutions’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	$405K	Sell	3,766 -2,583	-41%	-$276K	0.04%	140
2026 Q1	$674K	Sell	6,349 -226	-3%	-$24.3K	0.07%	96
2025 Q4	$704K	Sell	6,575 -560	-8%	-$60K	0.13%	88
2025 Q3	$760K	Buy	7,135 +712	+11%	+$74.5K	0.2%	74
2025 Q2	$671K	Buy	6,423 +2,729	+74%	+$284K	0.26%	50
2025 Q1	$390K	Sell	3,694 -68	-2%	-$7.23K	0.19%	53
2024 Q4	$401K	Buy	+3,762	New	+$404K	0.19%	55

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

Discipline Wealth Solutions's MUB Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its iShares National Muni Bond ETF (MUB) stake by 41% in Q2 2026, selling an estimated $276K and leaving 3,766 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #140.

Discipline Wealth Solutions first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $760K in Q3 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Discipline Wealth Solutions held 3,766 shares of iShares National Muni Bond ETF worth $405K as of Q2 2026.
Discipline Wealth Solutions sold 2,583 iShares National Muni Bond ETF shares in Q2 2026, an estimated $276K.
iShares National Muni Bond ETF made up 0.04% of Discipline Wealth Solutions's portfolio in Q2 2026, its #140 holding.
Discipline Wealth Solutions first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Discipline Wealth Solutions's iShares National Muni Bond ETF position peaked at $760K in Q3 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.