Envision Financial’s iShares National Muni Bond ETF MUB Stock Holding History

Envision Financial’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	$1.07M	Buy	9,987 +1,490	+18%	+$159K	0.5%	29
2026 Q1	$902K	Buy	8,497 +13	+0.2%	+$1.4K	0.49%	31
2025 Q4	$909K	Buy	8,484 +26	+0.3%	+$2.78K	0.48%	31
2025 Q3	$901K	Buy	8,458 +1,332	+19%	+$139K	0.52%	30
2025 Q2	$745K	Buy	7,126 +1,469	+26%	+$153K	0.5%	31
2025 Q1	$596K	Buy	5,657 +2,800	+98%	+$298K	0.45%	30
2024 Q4	$304K	Buy	+2,857	New	+$307K	0.24%	37

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

Envision Financial's MUB Position: Q2 2026 in Review

Envision Financial increased its iShares National Muni Bond ETF (MUB) stake by 18% in Q2 2026, buying an estimated $159K and bringing the position to 9,987 shares worth $1.07M. The position accounts for 0.5% of the portfolio, ranked #29.

Envision Financial first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Envision Financial held 9,987 shares of iShares National Muni Bond ETF worth $1.07M as of Q2 2026.
Envision Financial bought 1,490 iShares National Muni Bond ETF shares in Q2 2026, an estimated $159K.
iShares National Muni Bond ETF made up 0.5% of Envision Financial's portfolio in Q2 2026, its #29 holding.
Envision Financial first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.