Global Wealth Strategies & Associates’s iShares National Muni Bond ETF MUB Stock Holding History

Global Wealth Strategies & Associates’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	$12.8M	Buy	119,218 +2,612	+2%	+$279K	2.43%	11
2026 Q1	$12.4M	Buy	116,606 +8,141	+8%	+$875K	3.04%	8
2025 Q4	$11.6M	Buy	108,465 +4,726	+5%	+$506K	2.9%	7
2025 Q3	$11M	Buy	103,739 +9,126	+10%	+$955K	2.84%	8
2025 Q2	$9.89M	Buy	94,613 +4,512	+5%	+$469K	2.83%	9
2025 Q1	$9.5M	Buy	90,101 +13,827	+18%	+$1.47M	2.88%	10
2024 Q4	$8.13M	Buy	76,274 +4,621	+6%	+$496K	2.54%	9
2024 Q3	$7.78M	Buy	71,653 +3,793	+6%	+$409K	2.56%	9
2024 Q2	$7.23M	Buy	67,860 +10,158	+18%	+$1.08M	2.59%	10
2024 Q1	$6.21M	Buy	57,702 +4,797	+9%	+$518K	2.33%	10
2023 Q4	$5.74M	Buy	52,905 +16,056	+44%	+$1.68M	2.39%	9
2023 Q3	$3.78M	Buy	36,849 +1,913	+5%	+$202K	1.76%	17
2023 Q2	$3.73M	Buy	34,936 +1,062	+3%	+$114K	1.75%	17
2023 Q1	$3.65M	Buy	33,874 +4,412	+15%	+$471K	1.88%	17
2022 Q4	$3.11M	Buy	+29,462	New	+$3.07M	1.8%	20

Other funds holding MUB

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Global Wealth Strategies & Associates's MUB Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its iShares National Muni Bond ETF (MUB) stake by 2.2% in Q2 2026, buying an estimated $279K and bringing the position to 119,218 shares worth $12.8M. The position accounts for 2.43% of the portfolio, ranked #11.

Global Wealth Strategies & Associates first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Global Wealth Strategies & Associates held 119,218 shares of iShares National Muni Bond ETF worth $12.8M as of Q2 2026.
Global Wealth Strategies & Associates bought 2,612 iShares National Muni Bond ETF shares in Q2 2026, an estimated $279K.
iShares National Muni Bond ETF made up 2.43% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #11 holding.
Global Wealth Strategies & Associates first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.