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

Elk River 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	$963K	Sell	8,946 -4,465	-33%	-$478K	0.15%	60
2026 Q1	$1.42M	Buy	13,411 +87	+0.7%	+$9.35K	0.24%	49
2025 Q4	$1.43M	Buy	13,324 +8,991	+208%	+$963K	0.23%	49
2025 Q3	$461K	Buy	+4,333	New	+$453K	0.07%	73

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

Elk River Wealth Management's MUB Position: Q2 2026 in Review

Elk River Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 33% in Q2 2026, selling an estimated $478K and leaving 8,946 shares worth $963K. The position accounts for 0.15% of the portfolio, ranked #60.

Elk River Wealth Management first reported a position in MUB in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Elk River Wealth Management held 8,946 shares of iShares National Muni Bond ETF worth $963K as of Q2 2026.
Elk River Wealth Management sold 4,465 iShares National Muni Bond ETF shares in Q2 2026, an estimated $478K.
iShares National Muni Bond ETF made up 0.15% of Elk River Wealth Management's portfolio in Q2 2026, its #60 holding.
Elk River Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
Elk River Wealth Management's iShares National Muni Bond ETF position peaked at $1.43M in Q4 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.