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

Fonville 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 		$255K Buy
2,372
+9
+0.4% +$963 0.04% 129
2026
Q1 		$251K Buy
2,363
+5
+0.2% +$538 0.05% 122
2025
Q4 		$253K Buy
2,358
+12
+0.5% +$1.28K 0.05% 116
2025
Q3 		$250K Buy
2,346
+8
+0.3% +$837 0.06% 116
2025
Q2 		$244K Sell
2,338
-135
-5% -$14K 0.06% 110
2025
Q1 		$259K Sell
2,473
-375
-13% -$39.9K 0.08% 102
2024
Q4 		$303K Buy
2,848
+849
+42% +$91.2K 0.1% 88
2024
Q3 		$217K Buy
1,999
+9
+0.5% +$970 0.08% 109
2024
Q2 		$212K Sell
1,990
-207
-9% -$22K 0.08% 96
2024
Q1 		$236K Buy
2,197
+236
+12% +$25.5K 0.1% 87
2023
Q4 		$213K Buy
+1,961
New +$205K 0.11% 80

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Fonville Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.38% in Q2 2026, buying an estimated $963 and bringing the position to 2,372 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #129.

Fonville Wealth Management first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $303K in Q4 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Fonville Wealth Management held 2,372 shares of iShares National Muni Bond ETF worth $255K as of Q2 2026.
  • Fonville Wealth Management bought 9 iShares National Muni Bond ETF shares in Q2 2026, an estimated $963.
  • iShares National Muni Bond ETF made up 0.04% of Fonville Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Fonville Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Fonville Wealth Management's iShares National Muni Bond ETF position peaked at $303K in Q4 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.