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

Elmwood 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	$1.23M	Hold	11,465	–	–	0.31%	77
2026 Q1	$1.22M	Sell	11,465 -750	-6%	-$80.6K	0.34%	75
2025 Q4	$1.31M	Hold	12,215	–	–	0.41%	67
2025 Q3	$1.3M	Sell	12,215 -55	-0.4%	-$5.76K	0.46%	64
2025 Q2	$1.28M	Hold	12,270	–	–	0.51%	65
2025 Q1	$1.29M	Hold	12,270	–	–	0.53%	64
2024 Q4	$1.31M	Hold	12,270	–	–	0.53%	64
2024 Q3	$1.33M	Buy	12,270 +400	+3%	+$43.1K	0.55%	66
2024 Q2	$1.26M	Sell	11,870 -2,000	-14%	-$213K	0.56%	63
2024 Q1	$1.49M	Sell	13,870 -50	-0.4%	-$5.39K	0.64%	57
2023 Q4	$1.51M	Buy	13,920 +330	+2%	+$34.5K	1.06%	27
2023 Q3	$1.39M	Buy	+13,590	New	+$1.43M	0.67%	51
2022 Q1	–	Sell	-311	Closed	-$36K	–	238
2021 Q4	$36K	Buy	+311	New	+$36.1K	0.02%	208

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

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

Elmwood Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 11,465 shares worth $1.23M. The position accounts for 0.31% of the portfolio, ranked #77.

Elmwood Wealth Management first reported a position in MUB in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.51M in Q4 2023. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Elmwood Wealth Management held 11,465 shares of iShares National Muni Bond ETF worth $1.23M as of Q2 2026.
Elmwood Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.31% of Elmwood Wealth Management's portfolio in Q2 2026, its #77 holding.
Elmwood Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 13 quarters since.
Elmwood Wealth Management's iShares National Muni Bond ETF position peaked at $1.51M in Q4 2023.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.