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

GC Wealth Management RIA’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	$2.15M	Buy	20,013 +5,574	+39%	+$596K	0.12%	144
2026 Q1	$1.53M	Buy	+14,439	New	+$1.55M	0.06%	183

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

GC Wealth Management RIA's MUB Position: Q2 2026 in Review

GC Wealth Management RIA increased its iShares National Muni Bond ETF (MUB) stake by 39% in Q2 2026, buying an estimated $596K and bringing the position to 20,013 shares worth $2.15M. The position accounts for 0.12% of the portfolio, ranked #144.

GC Wealth Management RIA first reported a position in MUB in Q1 2026 and has held it in 2 quarters since. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

GC Wealth Management RIA held 20,013 shares of iShares National Muni Bond ETF worth $2.15M as of Q2 2026.
GC Wealth Management RIA bought 5,574 iShares National Muni Bond ETF shares in Q2 2026, an estimated $596K.
iShares National Muni Bond ETF made up 0.12% of GC Wealth Management RIA's portfolio in Q2 2026, its #144 holding.
GC Wealth Management RIA first reported a position in iShares National Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.