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Godshalk Welsh Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

Godshalk Welsh Capital Management’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 		$1.22M Sell
11,350
-200
-2% -$21.4K 0.66% 52
2026
Q1 		$1.23M Sell
11,550
-700
-6% -$75.3K 0.71% 49
2025
Q4 		$1.31M Buy
12,250
+975
+9% +$104K 0.75% 41
2025
Q3 		$1.2M Hold
11,275
– – 0.69% 46
2025
Q2 		$1.18M Hold
11,275
– – 0.73% 44
2025
Q1 		$1.19M Buy
11,275
+350
+3% +$37.2K 0.78% 45
2024
Q4 		$1.16M Buy
10,925
+1,975
+22% +$212K 0.75% 43
2024
Q3 		$972K Buy
8,950
+1,850
+26% +$199K 0.61% 54
2024
Q2 		$757K Buy
7,100
+750
+12% +$79.9K 0.5% 63
2024
Q1 		$683K Buy
6,350
+1,375
+28% +$148K 0.46% 65
2023
Q4 		$539K Buy
4,975
+250
+5% +$26.1K 0.39% 75
2023
Q3 		$485K Buy
4,725
+500
+12% +$52.7K 0.37% 76
2023
Q2 		$451K Buy
4,225
+1,225
+41% +$131K 0.31% 84
2023
Q1 		$323K Buy
+3,000
New +$321K 0.23% 96
2022
Q4 		– Sell
-2,350
Closed -$241K – 118
2022
Q3 		$241K Hold
2,350
– – 0.18% 103
2022
Q2 		$250K Hold
2,350
– – 0.18% 105
2022
Q1 		$258K Buy
2,350
+600
+34% +$67.7K 0.16% 109
2021
Q4 		$203K Buy
+1,750
New +$203K 0.12% 117

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

Godshalk Welsh Capital Management's MUB Position: Q2 2026 in Review

Godshalk Welsh Capital Management reduced its iShares National Muni Bond ETF (MUB) stake by 1.7% in Q2 2026, selling an estimated $21.4K and leaving 11,350 shares worth $1.22M. The position accounts for 0.66% of the portfolio, ranked #52.

Godshalk Welsh Capital Management first reported a position in MUB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.31M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Godshalk Welsh Capital Management held 11,350 shares of iShares National Muni Bond ETF worth $1.22M as of Q2 2026.
  • Godshalk Welsh Capital Management sold 200 iShares National Muni Bond ETF shares in Q2 2026, an estimated $21.4K.
  • iShares National Muni Bond ETF made up 0.66% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #52 holding.
  • Godshalk Welsh Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • Godshalk Welsh Capital Management's iShares National Muni Bond ETF position peaked at $1.31M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.