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EWA LLC’s iShares National Muni Bond ETF MUB Stock Holding History

EWA LLC’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 		$1.7M Buy
15,824
+366
+2% +$39.1K 0.31% 49
2026
Q1 		$1.64M Buy
15,458
+9,085
+143% +$977K 0.37% 41
2025
Q4 		$683K Buy
6,373
+2,367
+59% +$253K 0.17% 75
2025
Q3 		$427K Sell
4,006
-8,312
-67% -$870K 0.12% 89
2025
Q2 		$1.29M Buy
12,318
+8,384
+213% +$872K 0.41% 37
2025
Q1 		$415K Sell
3,934
-339
-8% -$36.1K 0.15% 69
2024
Q4 		$455K Buy
4,273
+83
+2% +$8.92K 0.17% 62
2024
Q3 		$449K Sell
4,190
-526
-11% -$56.7K 0.16% 66
2024
Q2 		$506K Buy
4,716
+656
+16% +$69.9K 0.21% 49
2024
Q1 		$434K Buy
4,060
+1,674
+70% +$181K 0.19% 55
2023
Q4 		$258K Buy
+2,386
New +$249K 0.13% 83

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return