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Foundation Wealth Management (Pennsylvania)’s iShares National Muni Bond ETF MUB Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$235K Hold
2,186
– – 0.07% 99
2026
Q1 		$232K Buy
2,186
+73
+3% +$7.85K 0.08% 86
2025
Q4 		$226K Hold
2,113
– – 0.08% 85
2025
Q3 		$225K Buy
2,113
+159
+8% +$16.6K 0.09% 88
2025
Q2 		$204K Buy
+1,954
New +$203K 0.09% 93

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

Foundation Wealth Management (Pennsylvania)'s MUB Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,186 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #99.

Foundation Wealth Management (Pennsylvania) first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. 953 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 2,186 shares of iShares National Muni Bond ETF worth $235K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.07% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #99 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 953 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.