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

Empirical 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	$5.66M	Sell	52,579 -843	-2%	-$90.2K	0.08%	143
2026 Q1	$5.67M	Buy	53,422 +4,421	+9%	+$475K	0.1%	136
2025 Q4	$5.25M	Sell	49,001 -103	-0.2%	-$11K	0.09%	139
2025 Q3	$5.23M	Buy	49,104 +733	+2%	+$76.7K	0.1%	134
2025 Q2	$5.05M	Sell	48,371 -5,257	-10%	-$547K	0.11%	132
2025 Q1	$5.65M	Buy	53,628 +1,157	+2%	+$123K	0.15%	123
2024 Q4	$5.59M	Sell	52,471 -978	-2%	-$105K	0.15%	112
2024 Q3	$5.81M	Sell	53,449 -1,809	-3%	-$195K	0.16%	112
2024 Q2	$5.89M	Sell	55,258 -4,383	-7%	-$467K	0.17%	103
2024 Q1	$6.42M	Buy	59,641 +1,555	+3%	+$168K	0.19%	96
2023 Q4	$6.3M	Buy	58,086 +14,943	+35%	+$1.56M	0.21%	95
2023 Q3	$4.42M	Sell	43,143 -5,654	-12%	-$596K	0.17%	98
2023 Q2	$5.21M	Sell	48,797 -4,796	-9%	-$513K	0.21%	95
2023 Q1	$5.77M	Sell	53,593 -4,574	-8%	-$489K	0.25%	76
2022 Q4	$6.14M	Sell	58,167 -29,462	-34%	-$3.07M	0.29%	70
2022 Q3	$8.99M	Sell	87,629 -27,706	-24%	-$2.95M	0.47%	43
2022 Q2	$12.3M	Buy	115,335 +41,193	+56%	+$4.4M	0.64%	32
2022 Q1	$8.13M	Sell	74,142 -10,012	-12%	-$1.13M	0.41%	46
2021 Q4	$9.79M	Buy	84,154 +696	+0.8%	+$80.8K	0.49%	41
2021 Q3	$9.7M	Buy	83,458 +7,643	+10%	+$896K	0.55%	37
2021 Q2	$8.88M	Buy	75,815 +5,385	+8%	+$629K	0.54%	37
2021 Q1	$8.17M	Sell	70,430 -7,707	-10%	-$899K	0.65%	27
2020 Q4	$9.16M	Buy	78,137 +2,357	+3%	+$274K	0.7%	29
2020 Q3	$8.79M	Sell	75,780 -560	-0.7%	-$65.1K	0.75%	25
2020 Q2	$8.81M	Sell	76,340 -2,528	-3%	-$287K	0.82%	23
2020 Q1	$8.91M	Buy	78,868 +23,331	+42%	+$2.66M	0.97%	19
2019 Q4	$6.33M	Sell	55,537 -6,792	-11%	-$774K	0.7%	24
2019 Q3	$7.11M	Sell	62,329 -6,625	-10%	-$756K	0.86%	19
2019 Q2	$7.8M	Sell	68,954 -1,319	-2%	-$148K	1.02%	17
2019 Q1	$7.81M	Sell	70,273 -1,375	-2%	-$151K	1.14%	14
2018 Q4	$7.81M	Buy	71,648 +18,330	+34%	+$1.97M	1.33%	13
2018 Q3	$5.75M	Buy	53,318 +302	+0.6%	+$32.8K	1.02%	17
2018 Q2	$5.78M	Buy	53,016 +5,089	+11%	+$552K	1.08%	14
2018 Q1	$5.22M	Sell	47,927 -10,494	-18%	-$1.14M	1.03%	16
2017 Q4	$6.47M	Buy	58,421 +12,950	+28%	+$1.43M	1.39%	12
2017 Q3	$5.04M	Buy	45,471 +457	+1%	+$50.7K	1.16%	13
2017 Q2	$4.96M	Sell	45,014 -1,611	-3%	-$177K	1.21%	12
2017 Q1	$5.08M	Sell	46,625 -4,734	-9%	-$513K	1.27%	11
2016 Q4	$5.56M	Buy	51,359 +17,909	+54%	+$1.96M	1.36%	11
2016 Q3	$3.77M	Sell	33,450 -1,951	-6%	-$221K	0.98%	15
2016 Q2	$4.03M	Buy	35,401 +1,547	+5%	+$174K	1.06%	15
2016 Q1	$3.78M	Sell	33,854 -404	-1%	-$45K	0.91%	16
2015 Q4	$3.79M	Sell	34,258 -6,020	-15%	-$661K	0.92%	17
2015 Q3	$4.41M	Sell	40,278 -8,244	-17%	-$897K	1.04%	14
2015 Q2	$5.25M	Buy	48,522 +958	+2%	+$104K	1.22%	14
2015 Q1	$5.26M	Sell	47,564 -2,034	-4%	-$225K	1.26%	15
2014 Q4	$5.47M	Sell	49,598 -9,039	-15%	-$993K	1.34%	15
2014 Q3	$6.43M	Buy	58,637 +1,143	+2%	+$125K	1.56%	16
2014 Q2	$6.25M	Sell	57,494 -35	-0.1%	-$3.79K	1.55%	15
2014 Q1	$6.16M	Buy	57,529 +2,491	+5%	+$264K	1.62%	14
2013 Q4	$5.71M	Buy	55,038 +14,732	+37%	+$1.54M	1.61%	13
2013 Q3	$4.21M	Buy	40,306 +5,540	+16%	+$572K	1.32%	14
2013 Q2	$3.65M	Buy	+34,766	New	+$3.8M	1.22%	14

Other funds holding MUB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

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

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

Empirical Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 1.6% in Q2 2026, selling an estimated $90.2K and leaving 52,579 shares worth $5.66M. The position accounts for 0.08% of the portfolio, ranked #143.

Empirical Wealth Management first reported a position in MUB in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.3M in Q2 2022. 763 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Empirical Wealth Management held 52,579 shares of iShares National Muni Bond ETF worth $5.66M as of Q2 2026.
Empirical Wealth Management sold 843 iShares National Muni Bond ETF shares in Q2 2026, an estimated $90.2K.
iShares National Muni Bond ETF made up 0.08% of Empirical Wealth Management's portfolio in Q2 2026, its #143 holding.
Empirical Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2013 and has held it in 53 quarters since.
Empirical Wealth Management's iShares National Muni Bond ETF position peaked at $12.3M in Q2 2022.
763 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.