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

Fairway Wealth’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	$623K	Buy	5,793 +647	+13%	+$69.2K	0.14%	46
2026 Q1	$546K	Buy	5,146 +625	+14%	+$67.2K	0.14%	47
2025 Q4	$484K	Sell	4,521 -239	-5%	-$25.6K	0.13%	49
2025 Q3	$507K	Buy	4,760 +1,405	+42%	+$147K	0.14%	44
2025 Q2	$351K	Sell	3,355 -4,042	-55%	-$420K	0.11%	49
2025 Q1	$780K	Buy	7,397 +1,864	+34%	+$198K	0.29%	35
2024 Q4	$590K	Buy	5,533 +1,512	+38%	+$162K	0.27%	38
2024 Q3	$437K	Buy	4,021 +1,188	+42%	+$128K	0.22%	36
2024 Q2	$302K	Buy	2,833 +1,421	+101%	+$151K	0.18%	39
2024 Q1	$152K	Buy	1,412 +245	+21%	+$26.4K	0.1%	45
2023 Q4	$127K	Buy	+1,167	New	+$122K	0.1%	44

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

Fairway Wealth's MUB Position: Q2 2026 in Review

Fairway Wealth increased its iShares National Muni Bond ETF (MUB) stake by 13% in Q2 2026, buying an estimated $69.2K and bringing the position to 5,793 shares worth $623K. The position accounts for 0.14% of the portfolio, ranked #46.

Fairway Wealth first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $780K in Q1 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Fairway Wealth held 5,793 shares of iShares National Muni Bond ETF worth $623K as of Q2 2026.
Fairway Wealth bought 647 iShares National Muni Bond ETF shares in Q2 2026, an estimated $69.2K.
iShares National Muni Bond ETF made up 0.14% of Fairway Wealth's portfolio in Q2 2026, its #46 holding.
Fairway Wealth first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Fairway Wealth's iShares National Muni Bond ETF position peaked at $780K in Q1 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.