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

Foguth 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 		$277K Buy
2,604
+271
+12% +$29K 0.03% 181
2026
Q1 		$250K Buy
2,333
+391
+20% +$42K 0.03% 185
2025
Q4 		$208K Buy
+1,942
New +$208K 0.03% 167
2025
Q2 		$325K Sell
3,107
-68
-2% -$7.07K 0.07% 103
2025
Q1 		$335K Buy
+3,175
New +$338K 0.08% 110

Other funds holding MUB

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
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

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

Foguth Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 12% in Q2 2026, buying an estimated $29K and bringing the position to 2,604 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #181.

Foguth Wealth Management first reported a position in MUB in Q1 2025 and has held it in 5 quarters since. The position peaked at $335K in Q1 2025. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Foguth Wealth Management held 2,604 shares of iShares National Muni Bond ETF worth $277K as of Q2 2026.
  • Foguth Wealth Management bought 271 iShares National Muni Bond ETF shares in Q2 2026, an estimated $29K.
  • iShares National Muni Bond ETF made up 0.03% of Foguth Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Foguth Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • Foguth Wealth Management's iShares National Muni Bond ETF position peaked at $335K in Q1 2025.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.