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

Element Wealth’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 		$276K Sell
2,563
-452
-15% -$48.3K 0.1% 176
2026
Q1 		$320K Buy
3,015
+10
+0.3% +$1.07K 0.13% 154
2025
Q4 		$322K Buy
3,005
+121
+4% +$13K 0.13% 146
2025
Q3 		$307K Buy
2,884
+192
+7% +$20.1K 0.13% 143
2025
Q2 		$281K Buy
2,692
+162
+6% +$16.8K 0.13% 138
2025
Q1 		$267K Buy
+2,530
New +$269K 0.14% 127
2022
Q4 		– Sell
-454
Closed -$47K – 212
2022
Q3 		$47K Buy
454
+3
+0.7% +$319 0.04% 145
2022
Q2 		$48K Buy
451
+2
+0.4% +$213 0.05% 141
2022
Q1 		$49K Buy
449
+1
+0.2% +$113 0.04% 155
2021
Q4 		$52K Buy
448
+3
+0.7% +$348 0.04% 139
2021
Q3 		$52K Buy
445
+1
+0.2% +$117 0.04% 129
2021
Q2 		$52K Buy
444
+3
+0.7% +$351 0.04% 125
2021
Q1 		$51K Buy
441
+1
+0.2% +$117 0.04% 125
2020
Q4 		$52K Buy
440
+3
+0.7% +$349 0.05% 121
2020
Q3 		$51K Buy
437
+2
+0.5% +$232 0.05% 108
2020
Q2 		$50K Buy
+435
New +$49.4K 0.06% 102
2020
Q1 		– Sell
-464
Closed -$53K – 126
2019
Q4 		$53K Buy
+464
New +$52.9K 0.05% 89

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

Element Wealth's MUB Position: Q2 2026 in Review

Element Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 15% in Q2 2026, selling an estimated $48.3K and leaving 2,563 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #176.

Element Wealth first reported a position in MUB in Q4 2019 and has held it in 17 quarters since. The position peaked at $322K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Element Wealth held 2,563 shares of iShares National Muni Bond ETF worth $276K as of Q2 2026.
  • Element Wealth sold 452 iShares National Muni Bond ETF shares in Q2 2026, an estimated $48.3K.
  • iShares National Muni Bond ETF made up 0.1% of Element Wealth's portfolio in Q2 2026, its #176 holding.
  • Element Wealth first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Element Wealth's iShares National Muni Bond ETF position peaked at $322K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.