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

Dynasty 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	$55.7M	Sell	517,550 -8,875	-2%	-$949K	0.41%	44
2026 Q1	$55.9M	Buy	526,425 +81,251	+18%	+$8.74M	0.49%	43
2025 Q4	$47.7M	Buy	445,174 +67,269	+18%	+$7.2M	0.47%	42
2025 Q3	$40.2M	Buy	377,905 +97,312	+35%	+$10.2M	0.54%	34
2025 Q2	$29.3M	Buy	280,593 +7,170	+3%	+$745K	0.5%	39
2025 Q1	$28.8M	Sell	273,423 -38,087	-12%	-$4.05M	0.48%	38
2024 Q4	$33.2M	Buy	+311,510	New	+$33.5M	0.57%	37
2024 Q3	–	Sell	-183,641	Closed	-$19.6M	–	252
2024 Q2	$19.6M	Buy	183,641 +3,870	+2%	+$412K	0.58%	29
2024 Q1	$19.3M	Buy	+179,771	New	+$19.4M	0.62%	28

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

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

Dynasty Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 1.7% in Q2 2026, selling an estimated $949K and leaving 517,550 shares worth $55.7M. The position accounts for 0.41% of the portfolio, ranked #44.

Dynasty Wealth Management first reported a position in MUB in Q1 2024 and has held it in 9 quarters since. The position peaked at $55.9M in Q1 2026. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Dynasty Wealth Management held 517,550 shares of iShares National Muni Bond ETF worth $55.7M as of Q2 2026.
Dynasty Wealth Management sold 8,875 iShares National Muni Bond ETF shares in Q2 2026, an estimated $949K.
iShares National Muni Bond ETF made up 0.41% of Dynasty Wealth Management's portfolio in Q2 2026, its #44 holding.
Dynasty Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 9 quarters since.
Dynasty Wealth Management's iShares National Muni Bond ETF position peaked at $55.9M in Q1 2026.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.