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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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. 343 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.
343 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.