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

Flagship Private 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 		$1.28M Buy
11,918
+566
+5% +$60.5K 0.45% 44
2026
Q1 		$1.2M Buy
11,352
+3,035
+36% +$326K 0.49% 39
2025
Q4 		$891K Sell
8,317
-1,604
-16% -$172K 0.35% 54
2025
Q3 		$1.06M Sell
9,921
-2
-0% -$209 0.42% 42
2025
Q2 		$1.04M Sell
9,923
-1,951
-16% -$203K 0.44% 40
2025
Q1 		$1.25M Buy
11,874
+1,531
+15% +$163K 0.6% 31
2024
Q4 		$1.1M Sell
10,343
-815
-7% -$87.6K 0.53% 36
2024
Q3 		$1.21M Buy
11,158
+501
+5% +$54K 0.62% 32
2024
Q2 		$1.14M Sell
10,657
-160
-1% -$17K 0.67% 28
2024
Q1 		$1.16M Buy
10,817
+5,234
+94% +$565K 0.75% 26
2023
Q4 		$605K Sell
5,583
-409
-7% -$42.7K 0.47% 43
2023
Q3 		$614K Sell
5,992
-115
-2% -$12.1K 0.54% 39
2023
Q2 		$652K Buy
6,107
+1,779
+41% +$190K 0.54% 39
2023
Q1 		$466K Buy
4,328
+2,193
+103% +$234K 0.42% 43
2022
Q4 		$225K Sell
2,135
-1,577
-42% -$164K 0.21% 65
2022
Q3 		$381K Buy
3,712
+20
+0.5% +$2.13K 0.39% 46
2022
Q2 		$393K Sell
3,692
-2,226
-38% -$238K 0.38% 49
2022
Q1 		$649K Sell
5,918
-11,548
-66% -$1.3M 0.53% 41
2021
Q4 		$2.03M Buy
17,466
+1,152
+7% +$134K 1.48% 18
2021
Q3 		$1.9M Buy
16,314
+903
+6% +$106K 1.51% 18
2021
Q2 		$1.81M Buy
15,411
+995
+7% +$116K 1.38% 18
2021
Q1 		$1.67M Buy
14,416
+2,443
+20% +$285K 1.4% 17
2020
Q4 		$1.41M Buy
+11,973
New +$1.39M 1.31% 18

Other funds holding MUB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Flagship Private Wealth's MUB Position: Q2 2026 in Review

Flagship Private Wealth increased its iShares National Muni Bond ETF (MUB) stake by 5% in Q2 2026, buying an estimated $60.5K and bringing the position to 11,918 shares worth $1.28M. The position accounts for 0.45% of the portfolio, ranked #44.

Flagship Private Wealth first reported a position in MUB in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.03M in Q4 2021. 958 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Flagship Private Wealth held 11,918 shares of iShares National Muni Bond ETF worth $1.28M as of Q2 2026.
  • Flagship Private Wealth bought 566 iShares National Muni Bond ETF shares in Q2 2026, an estimated $60.5K.
  • iShares National Muni Bond ETF made up 0.45% of Flagship Private Wealth's portfolio in Q2 2026, its #44 holding.
  • Flagship Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Flagship Private Wealth's iShares National Muni Bond ETF position peaked at $2.03M in Q4 2021.
  • 958 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.