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

Dynamic Wealth Strategies’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 		$335K Sell
3,115
-279
-8% -$29.8K 0.18% 57
2026
Q1 		$360K Hold
3,394
– – 0.21% 57
2025
Q4 		$364K Hold
3,394
– – 0.22% 55
2025
Q3 		$361K Buy
3,394
+362
+12% +$37.9K 0.24% 47
2025
Q2 		$317K Hold
3,032
– – 0.23% 47
2025
Q1 		$320K Buy
3,032
+310
+11% +$33K 0.27% 45
2024
Q4 		$290K Buy
2,722
+147
+6% +$15.8K 0.26% 47
2024
Q3 		$280K Buy
2,575
+254
+11% +$27.4K 0.23% 49
2024
Q2 		$247K Hold
2,321
– – 0.21% 55
2024
Q1 		$250K Sell
2,321
-4,083
-64% -$441K 0.21% 52
2023
Q4 		$694K Buy
+6,404
New +$669K 0.64% 24

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

Dynamic Wealth Strategies's MUB Position: Q2 2026 in Review

Dynamic Wealth Strategies reduced its iShares National Muni Bond ETF (MUB) stake by 8.2% in Q2 2026, selling an estimated $29.8K and leaving 3,115 shares worth $335K. The position accounts for 0.18% of the portfolio, ranked #57.

Dynamic Wealth Strategies first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $694K in Q4 2023. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Dynamic Wealth Strategies held 3,115 shares of iShares National Muni Bond ETF worth $335K as of Q2 2026.
  • Dynamic Wealth Strategies sold 279 iShares National Muni Bond ETF shares in Q2 2026, an estimated $29.8K.
  • iShares National Muni Bond ETF made up 0.18% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #57 holding.
  • Dynamic Wealth Strategies first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Dynamic Wealth Strategies's iShares National Muni Bond ETF position peaked at $694K in Q4 2023.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.