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

Hassell 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 		$4.88M Sell
45,655
-6
-0% -$642 1.5% 15
2026
Q1 		$4.85M Buy
45,661
+20
+0% +$2.15K 1.63% 13
2025
Q4 		$4.91M Buy
45,641
+7
+0% +$749 1.64% 13
2025
Q3 		$4.86M Buy
45,634
+8
+0% +$837 1.69% 13
2025
Q2 		$4.72M Buy
45,626
+12
+0% +$1.25K 1.73% 13
2025
Q1 		$4.71M Buy
45,614
+11
+0% +$1.17K 2.01% 13
2024
Q4 		$4.86M Buy
45,603
+10
+0% +$1.07K 1.96% 13
2024
Q3 		$4.88M Buy
45,593
+4
+0% +$431 2.05% 13
2024
Q2 		$4.9M Hold
45,589
– – 2.19% 13
2024
Q1 		$4.86M Hold
45,589
– – 3.08% 10
2023
Q4 		$4.93M Hold
45,589
– – 3.31% 10
2023
Q3 		$4.6M Sell
45,589
-1,321
-3% -$139K 3.35% 10
2023
Q2 		$5.01M Hold
46,910
– – 3.43% 10
2023
Q1 		$5.05M Hold
46,910
– – 3.7% 9
2022
Q4 		$5.05M Buy
+46,910
New +$4.89M 3.78% 9

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
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FG
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

Hassell Wealth Management's MUB Position: Q2 2026 in Review

Hassell Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 0.01% in Q2 2026, selling an estimated $642 and leaving 45,655 shares worth $4.88M. The position accounts for 1.5% of the portfolio, ranked #15.

Hassell Wealth Management first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.05M in Q1 2023. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Hassell Wealth Management held 45,655 shares of iShares National Muni Bond ETF worth $4.88M as of Q2 2026.
  • Hassell Wealth Management sold 6 iShares National Muni Bond ETF shares in Q2 2026, an estimated $642.
  • iShares National Muni Bond ETF made up 1.5% of Hassell Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Hassell Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Hassell Wealth Management's iShares National Muni Bond ETF position peaked at $5.05M in Q1 2023.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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