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

Focused Wealth Management’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	$250K	Buy	2,327 +9	+0.4%	+$963	0.02%	206
2026 Q1	$246K	Buy	2,318 +6	+0.3%	+$645	0.03%	171
2025 Q4	$248K	Buy	2,312 +13	+0.6%	+$1.39K	0.03%	156
2025 Q3	$245K	Buy	2,299 +9	+0.4%	+$942	0.03%	161
2025 Q2	$239K	Hold	2,290	–	–	0.03%	156
2025 Q1	$241K	Hold	2,290	–	–	0.03%	146
2024 Q4	$244K	Hold	2,290	–	–	0.03%	134
2024 Q3	$249K	Hold	2,290	–	–	0.03%	171
2024 Q2	$244K	Hold	2,290	–	–	0.03%	159
2024 Q1	$246K	Buy	+2,290	New	+$247K	0.04%	145

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

Focused Wealth Management's MUB Position: Q2 2026 in Review

Focused Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.39% in Q2 2026, buying an estimated $963 and bringing the position to 2,327 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #206.

Focused Wealth Management first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Focused Wealth Management held 2,327 shares of iShares National Muni Bond ETF worth $250K as of Q2 2026.
Focused Wealth Management bought 9 iShares National Muni Bond ETF shares in Q2 2026, an estimated $963.
iShares National Muni Bond ETF made up 0.02% of Focused Wealth Management's portfolio in Q2 2026, its #206 holding.
Focused Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.