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Gutierrez Wealth Advisory’s iShares National Muni Bond ETF MUB Stock Holding History

Gutierrez Wealth 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 		$3.65M Sell
33,954
-17,652
-34% -$1.89M 2.11% 14
2026
Q1 		$5.48M Buy
51,606
+1,234
+2% +$133K 3.4% 12
2025
Q4 		$5.4M Buy
50,372
+1,176
+2% +$126K 3.39% 12
2025
Q3 		$5.24M Buy
49,196
+90
+0.2% +$9.42K 3.35% 11
2025
Q2 		$5.13M Buy
49,106
+18,419
+60% +$1.91M 3.44% 11
2025
Q1 		$3.24M Buy
30,687
+180
+0.6% +$19.1K 2.63% 14
2024
Q4 		$3.25M Buy
+30,507
New +$3.28M 2.68% 14

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

Gutierrez Wealth Advisory's MUB Position: Q2 2026 in Review

Gutierrez Wealth Advisory reduced its iShares National Muni Bond ETF (MUB) stake by 34% in Q2 2026, selling an estimated $1.89M and leaving 33,954 shares worth $3.65M. The position accounts for 2.11% of the portfolio, ranked #14.

Gutierrez Wealth Advisory first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.48M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Gutierrez Wealth Advisory held 33,954 shares of iShares National Muni Bond ETF worth $3.65M as of Q2 2026.
  • Gutierrez Wealth Advisory sold 17,652 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.89M.
  • iShares National Muni Bond ETF made up 2.11% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #14 holding.
  • Gutierrez Wealth Advisory first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Gutierrez Wealth Advisory's iShares National Muni Bond ETF position peaked at $5.48M in Q1 2026.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.