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

ForthRight 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	$1M	Hold	9,337	–	–	0.26%	35
2026 Q1	$991K	Hold	9,337	–	–	0.28%	34
2025 Q4	$1M	Hold	9,337	–	–	0.29%	33
2025 Q3	$994K	Sell	9,337 -105	-1%	-$11K	0.29%	34
2025 Q2	$987K	Sell	9,442 -5,298	-36%	-$551K	0.31%	31
2025 Q1	$1.55M	Sell	14,740 -367	-2%	-$39K	0.52%	26
2024 Q4	$1.61M	Sell	15,107 -997	-6%	-$107K	0.54%	27
2024 Q3	$1.75M	Sell	16,104 -4,936	-23%	-$532K	0.58%	27
2024 Q2	$2.24M	Sell	21,040 -8,702	-29%	-$927K	0.81%	22
2024 Q1	$3.2M	Sell	29,742 -70	-0.2%	-$7.55K	1.15%	18
2023 Q4	$3.23M	Buy	29,812 +5,220	+21%	+$546K	1.25%	18
2023 Q3	$2.52M	Sell	24,592 -110	-0.4%	-$11.6K	1.09%	19
2023 Q2	$2.64M	Sell	24,702 -46,059	-65%	-$4.92M	1.1%	18
2023 Q1	$7.62M	Sell	70,761 -6,715	-9%	-$718K	3.49%	9
2022 Q4	$8.18M	Buy	77,476 +16,659	+27%	+$1.74M	4.18%	8
2022 Q3	$6.24M	Sell	60,817 -60,796	-50%	-$6.46M	3.66%	9
2022 Q2	$12.9M	Buy	+121,613	New	+$13M	7.19%	5

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

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

ForthRight Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 9,337 shares worth $1M. The position accounts for 0.26% of the portfolio, ranked #35.

ForthRight Wealth Management first reported a position in MUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.9M in Q2 2022. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

ForthRight Wealth Management held 9,337 shares of iShares National Muni Bond ETF worth $1M as of Q2 2026.
ForthRight Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.26% of ForthRight Wealth Management's portfolio in Q2 2026, its #35 holding.
ForthRight Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
ForthRight Wealth Management's iShares National Muni Bond ETF position peaked at $12.9M in Q2 2022.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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