Ellenbecker Investment Group’s iShares National Muni Bond ETF MUB Stock Holding History

Ellenbecker Investment Group’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	–	Sell	-2,537	Closed	-$269K	–	153
2026 Q1	$269K	Sell	2,537 -89	-3%	-$9.57K	0.04%	113
2025 Q4	$281K	Sell	2,626 -268	-9%	-$28.7K	0.04%	102
2025 Q3	$308K	Sell	2,894 -658	-19%	-$68.9K	0.05%	93
2025 Q2	$371K	Buy	3,552 +24	+0.7%	+$2.5K	0.06%	81
2025 Q1	$372K	Sell	3,528 -721	-17%	-$76.7K	0.07%	77
2024 Q4	$453K	Sell	4,249 -91	-2%	-$9.78K	0.08%	69
2024 Q3	$471K	Sell	4,340 -773	-15%	-$83.3K	0.09%	65
2024 Q2	$545K	Buy	5,113 +495	+11%	+$52.7K	0.11%	57
2024 Q1	$497K	Buy	4,618 +19	+0.4%	+$2.05K	0.1%	58
2023 Q4	$498K	Buy	4,599 +36	+0.8%	+$3.76K	0.12%	57
2023 Q3	$467K	Buy	4,563 +637	+16%	+$67.2K	0.12%	57
2023 Q2	$419K	Sell	3,926 -336	-8%	-$35.9K	0.11%	58
2023 Q1	$459K	Buy	4,262 +15	+0.4%	+$1.6K	0.12%	55
2022 Q4	$488K	Buy	4,247 +848	+25%	+$88.4K	0.14%	50
2022 Q3	$348K	Sell	3,399 -1,100	-24%	-$117K	0.11%	53
2022 Q2	$478K	Buy	4,499 +992	+28%	+$106K	0.15%	45
2022 Q1	$384K	Buy	+3,507	New	+$396K	0.11%	56

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 22.9% 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

Ellenbecker Investment Group's MUB Position: Q2 2026 in Review

Ellenbecker Investment Group sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 2,537 shares — an estimated $269K sold.

Ellenbecker Investment Group first reported a position in MUB in Q1 2022 and held it in 17 quarters. The position peaked at $545K in Q2 2024. 1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Ellenbecker Investment Group reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
Ellenbecker Investment Group sold 2,537 iShares National Muni Bond ETF shares in Q2 2026, an estimated $269K.
Ellenbecker Investment Group first reported a position in iShares National Muni Bond ETF in Q1 2022 and held it in 17 quarters.
Ellenbecker Investment Group's iShares National Muni Bond ETF position peaked at $545K in Q2 2024.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.