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FSM Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

FSM Wealth Advisors’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 		$1.32M Sell
12,263
-4,560
-27% -$488K 0.14% 87
2026
Q1 		$1.79M Sell
16,823
-752
-4% -$80.9K 0.23% 56
2025
Q4 		$1.88M Sell
17,575
-3,637
-17% -$389K 0.26% 55
2025
Q3 		$2.26M Sell
21,212
-5,659
-21% -$592K 0.32% 51
2025
Q2 		$2.8M Sell
26,871
-46,683
-63% -$4.85M 0.46% 40
2025
Q1 		$7.76M Buy
73,554
+2,464
+3% +$262K 1.74% 19
2024
Q4 		$7.53M Buy
71,090
+12,523
+21% +$1.35M 1.84% 18
2024
Q3 		$6.36M Buy
58,567
+1,602
+3% +$173K 1.69% 19
2024
Q2 		$6.07M Buy
56,965
+6,810
+14% +$725K 2.03% 16
2024
Q1 		$5.4M Buy
50,155
+11,722
+30% +$1.26M 1.92% 18
2023
Q4 		$4.17M Buy
38,433
+2,879
+8% +$301K 1.77% 17
2023
Q3 		$3.65M Buy
35,554
+824
+2% +$86.9K 1.83% 17
2023
Q2 		$3.69M Sell
34,730
-2,530
-7% -$270K 1.85% 14
2023
Q1 		$4.01M Buy
37,260
+8,748
+31% +$935K 2.33% 10
2022
Q4 		$3.01M Buy
28,512
+11,083
+64% +$1.16M 2.14% 10
2022
Q3 		$1.79M Buy
17,429
+707
+4% +$75.2K 1.49% 18
2022
Q2 		$1.8M Buy
+16,722
New +$1.78M 1.79% 16

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

FSM Wealth Advisors's MUB Position: Q2 2026 in Review

FSM Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 27% in Q2 2026, selling an estimated $488K and leaving 12,263 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #87.

FSM Wealth Advisors first reported a position in MUB in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.76M in Q1 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • FSM Wealth Advisors held 12,263 shares of iShares National Muni Bond ETF worth $1.32M as of Q2 2026.
  • FSM Wealth Advisors sold 4,560 iShares National Muni Bond ETF shares in Q2 2026, an estimated $488K.
  • iShares National Muni Bond ETF made up 0.14% of FSM Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • FSM Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 17 quarters since.
  • FSM Wealth Advisors's iShares National Muni Bond ETF position peaked at $7.76M in Q1 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.