Etesian Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Etesian Wealth Advisors’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	$697K	Sell	6,478 -908	-12%	-$97.1K	0.21%	82
2026 Q1	$784K	Sell	7,386 -62	-0.8%	-$6.67K	0.25%	77
2025 Q4	$798K	Sell	7,448 -3,519	-32%	-$377K	0.25%	80
2025 Q3	$1.17M	Sell	10,967 -447	-4%	-$46.8K	0.39%	64
2025 Q2	$1.19M	Sell	11,414 -3,123	-21%	-$325K	0.44%	60
2025 Q1	$1.53M	Hold	14,537	–	–	0.66%	45
2024 Q4	$1.55M	Sell	14,537 -5,491	-27%	-$590K	0.69%	40
2024 Q3	$2.18M	Sell	20,028 -988	-5%	-$106K	0.98%	26
2024 Q2	$2.24M	Sell	21,016 -1,167	-5%	-$124K	1.26%	22
2024 Q1	$2.39M	Sell	22,183 -1,479	-6%	-$160K	1.37%	19
2023 Q4	$2.57M	Buy	23,662 +149	+0.6%	+$15.6K	1.54%	18
2023 Q3	$2.41M	Sell	23,513 -960	-4%	-$101K	1.62%	16
2023 Q2	$2.61M	Buy	24,473 +46	+0.2%	+$4.92K	1.7%	14
2023 Q1	$2.63M	Sell	24,427 -7,544	-24%	-$806K	1.75%	14
2022 Q4	$3.37M	Buy	+31,971	New	+$3.33M	2.46%	7

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

Etesian Wealth Advisors's MUB Position: Q2 2026 in Review

Etesian Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 12% in Q2 2026, selling an estimated $97.1K and leaving 6,478 shares worth $697K. The position accounts for 0.21% of the portfolio, ranked #82.

Etesian Wealth Advisors first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.37M in Q4 2022. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Etesian Wealth Advisors held 6,478 shares of iShares National Muni Bond ETF worth $697K as of Q2 2026.
Etesian Wealth Advisors sold 908 iShares National Muni Bond ETF shares in Q2 2026, an estimated $97.1K.
iShares National Muni Bond ETF made up 0.21% of Etesian Wealth Advisors's portfolio in Q2 2026, its #82 holding.
Etesian Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
Etesian Wealth Advisors's iShares National Muni Bond ETF position peaked at $3.37M in Q4 2022.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.