Global Wealth Management Investment Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Global Wealth Management Investment Advisory’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	$423K	Sell	3,928 -2,416	-38%	-$258K	0.06%	124
2026 Q1	$673K	Sell	6,344 -2,892	-31%	-$311K	0.11%	116
2025 Q4	$989K	Buy	9,236 +471	+5%	+$50.4K	0.16%	103
2025 Q3	$933K	Buy	8,765 +1,151	+15%	+$120K	0.16%	107
2025 Q2	$796K	Sell	7,614 -2,865	-27%	-$298K	0.15%	108
2025 Q1	$1.1M	Buy	10,479 +7	+0.1%	+$744	0.22%	92
2024 Q4	$1.12M	Buy	10,472 +1,648	+19%	+$177K	0.23%	90
2024 Q3	$959K	Sell	8,824 -214	-2%	-$23.1K	0.21%	96
2024 Q2	$963K	Buy	9,038 +214	+2%	+$22.8K	0.22%	90
2024 Q1	$949K	Sell	8,824 -3,249	-27%	-$351K	0.23%	91
2023 Q4	$1.31M	Hold	12,073	–	–	0.34%	79
2023 Q3	$1.24M	Hold	12,073	–	–	0.35%	78
2023 Q2	$1.29M	Buy	12,073 +6	+0%	+$641	0.35%	79
2023 Q1	$1.3M	Buy	12,067 +6	+0%	+$641	0.39%	70
2022 Q4	$1.27M	Buy	12,061 +362	+3%	+$37.7K	0.41%	70
2022 Q3	$1.2M	Buy	11,699 +1,000	+9%	+$106K	0.43%	69
2022 Q2	$1.14M	Buy	10,699 +1,042	+11%	+$111K	0.38%	68
2022 Q1	$1.06M	Buy	9,657 +233	+2%	+$26.3K	0.32%	79
2021 Q4	$1.1M	Hold	9,424	–	–	0.33%	77
2021 Q3	$1.09M	Buy	9,424 +255	+3%	+$29.9K	0.35%	76
2021 Q2	$1.07M	Hold	9,169	–	–	0.36%	76
2021 Q1	$1.06M	Buy	9,169 +2,422	+36%	+$282K	0.38%	75
2020 Q4	$791K	Hold	6,747	–	–	0.31%	77
2020 Q3	$782K	Buy	6,747 +2,520	+60%	+$293K	0.34%	74
2020 Q2	$488K	Buy	4,227 +2,122	+101%	+$241K	0.21%	85
2020 Q1	$238K	Hold	2,105	–	–	0.12%	98
2019 Q4	$240K	Hold	2,105	–	–	0.1%	103
2019 Q3	$240K	Buy	2,105 +2,048	+3,593%	+$234K	0.11%	100
2019 Q2	$6K	Hold	57	–	–	﹤0.01%	425
2019 Q1	$6K	Hold	57	–	–	﹤0.01%	430
2018 Q4	$6K	Buy	+57	New	+$6.13K	﹤0.01%	472

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

Global Wealth Management Investment Advisory's MUB Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its iShares National Muni Bond ETF (MUB) stake by 38% in Q2 2026, selling an estimated $258K and leaving 3,928 shares worth $423K. The position accounts for 0.06% of the portfolio, ranked #124.

Global Wealth Management Investment Advisory first reported a position in MUB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.31M in Q4 2023. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Global Wealth Management Investment Advisory held 3,928 shares of iShares National Muni Bond ETF worth $423K as of Q2 2026.
Global Wealth Management Investment Advisory sold 2,416 iShares National Muni Bond ETF shares in Q2 2026, an estimated $258K.
iShares National Muni Bond ETF made up 0.06% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #124 holding.
Global Wealth Management Investment Advisory first reported a position in iShares National Muni Bond ETF in Q4 2018 and has held it in 31 quarters since.
Global Wealth Management Investment Advisory's iShares National Muni Bond ETF position peaked at $1.31M in Q4 2023.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.