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

Dogwood 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	$5.92M	Buy	55,041 +570	+1%	+$61K	2.34%	14
2026 Q1	$5.78M	Buy	54,471 +2,082	+4%	+$224K	2.51%	13
2025 Q4	$5.61M	Sell	52,389 -8,302	-14%	-$889K	2.47%	14
2025 Q3	$6.46M	Buy	60,691 +2,042	+3%	+$214K	2.94%	10
2025 Q2	$6.11M	Sell	58,649 -2,126	-3%	-$221K	2.98%	10
2025 Q1	$6.41M	Sell	60,775 -104	-0.2%	-$11.1K	3.37%	8
2024 Q4	$6.49M	Sell	60,879 -225	-0.4%	-$24.2K	3.43%	7
2024 Q3	$6.64M	Sell	61,104 -475	-0.8%	-$51.2K	3.82%	7
2024 Q2	$6.56M	Buy	61,579 +378	+0.6%	+$40.3K	4.04%	7
2024 Q1	$6.59M	Buy	61,201 +26,039	+74%	+$2.81M	4.45%	4
2023 Q4	$3.81M	Buy	+35,162	New	+$3.67M	2.98%	10

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

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

Dogwood Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 1% in Q2 2026, buying an estimated $61K and bringing the position to 55,041 shares worth $5.92M. The position accounts for 2.34% of the portfolio, ranked #14.

Dogwood Wealth Management first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.64M in Q3 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Dogwood Wealth Management held 55,041 shares of iShares National Muni Bond ETF worth $5.92M as of Q2 2026.
Dogwood Wealth Management bought 570 iShares National Muni Bond ETF shares in Q2 2026, an estimated $61K.
iShares National Muni Bond ETF made up 2.34% of Dogwood Wealth Management's portfolio in Q2 2026, its #14 holding.
Dogwood Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's iShares National Muni Bond ETF position peaked at $6.64M in Q3 2024.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.