Golden State Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Golden State Wealth 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	$328K	Buy	3,051 +2,168	+246%	+$232K	0.03%	338
2026 Q1	$93.8K	Sell	883 -1,945	-69%	-$209K	0.01%	533
2025 Q4	$303K	Buy	2,828 +1,939	+218%	+$208K	0.03%	324
2025 Q3	$94.8K	Buy	889 +5	+0.6%	+$523	0.01%	517
2025 Q2	$92.5K	Buy	884 +4	+0.5%	+$416	0.01%	498
2025 Q1	$92.8K	Sell	880 -215	-20%	-$22.9K	0.01%	462
2024 Q4	$117K	Buy	+1,095	New	+$118K	0.02%	404
2022 Q1	$735K	Buy	+6,708	New	+$757K	0.14%	136
2020 Q2	–	Sell	-181	Closed	-$20K	–	679
2020 Q1	$20K	Buy	+181	New	+$20.7K	0.01%	499
2019 Q4	–	Sell	-1,688	Closed	-$193K	–	614
2019 Q3	$193K	Hold	1,688	–	–	0.06%	211
2019 Q2	$190K	Sell	1,688 -550	-25%	-$61.6K	0.06%	231
2019 Q1	$249K	Buy	+2,238	New	+$245K	0.08%	198

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

Golden State Wealth Management's MUB Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 246% in Q2 2026, buying an estimated $232K and bringing the position to 3,051 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #338.

Golden State Wealth Management first reported a position in MUB in Q1 2019 and has held it in 12 quarters since. The position peaked at $735K in Q1 2022. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Golden State Wealth Management held 3,051 shares of iShares National Muni Bond ETF worth $328K as of Q2 2026.
Golden State Wealth Management bought 2,168 iShares National Muni Bond ETF shares in Q2 2026, an estimated $232K.
iShares National Muni Bond ETF made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #338 holding.
Golden State Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's iShares National Muni Bond ETF position peaked at $735K in Q1 2022.
1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.