Greenup Street Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Greenup Street 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	$1.02M	Sell	9,506 -1,228	-11%	-$131K	0.12%	69
2026 Q1	$1.14M	Sell	10,734 -2,015	-16%	-$217K	0.16%	68
2025 Q4	$1.37M	Sell	12,749 -1,024	-7%	-$110K	0.2%	61
2025 Q3	$1.47M	Buy	13,773 +4,407	+47%	+$461K	0.23%	62
2025 Q2	$979K	Sell	9,366 -2,735	-23%	-$284K	0.17%	63
2025 Q1	$1.28M	Buy	12,101 +632	+6%	+$67.2K	0.25%	57
2024 Q4	$1.22M	Sell	11,469 -636	-5%	-$68.3K	0.24%	56
2024 Q3	$1.31M	Sell	12,105 -622	-5%	-$67K	0.27%	52
2024 Q2	$1.36M	Sell	12,727 -809	-6%	-$86.2K	0.32%	46
2024 Q1	$1.46M	Buy	13,536 +3,501	+35%	+$378K	0.37%	47
2023 Q4	$1.09M	Buy	+10,035	New	+$1.05M	0.3%	50
2022 Q4	–	Sell	-5,370	Closed	-$551K	–	87
2022 Q3	$551K	Buy	5,370 +1,832	+52%	+$195K	0.25%	59
2022 Q2	$376K	Sell	3,538 -787	-18%	-$84K	0.18%	67
2022 Q1	$474K	Buy	4,325 +1,325	+44%	+$150K	0.26%	61
2021 Q4	$349K	Buy	+3,000	New	+$348K	0.21%	70

Other funds holding MUB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

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

Greenup Street Wealth Management's MUB Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, selling an estimated $131K and leaving 9,506 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #69.

Greenup Street Wealth Management first reported a position in MUB in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.47M in Q3 2025. 775 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Greenup Street Wealth Management held 9,506 shares of iShares National Muni Bond ETF worth $1.02M as of Q2 2026.
Greenup Street Wealth Management sold 1,228 iShares National Muni Bond ETF shares in Q2 2026, an estimated $131K.
iShares National Muni Bond ETF made up 0.12% of Greenup Street Wealth Management's portfolio in Q2 2026, its #69 holding.
Greenup Street Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 15 quarters since.
Greenup Street Wealth Management's iShares National Muni Bond ETF position peaked at $1.47M in Q3 2025.
775 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.