HWM
MUB icon

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

Hohimer 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 		$1.12M Sell
10,423
-510
-5% -$54.5K 0.11% 159
2026
Q1 		$1.16M Buy
10,933
+1,335
+14% +$144K 0.14% 153
2025
Q4 		$1.03M Sell
9,598
-3,434
-26% -$368K 0.14% 135
2025
Q3 		$1.39M Sell
13,032
-6,442
-33% -$674K 0.19% 124
2025
Q2 		$2.03M Sell
19,474
-8,406
-30% -$874K 0.36% 79
2025
Q1 		$2.94M Sell
27,880
-12,456
-31% -$1.32M 0.57% 63
2024
Q4 		$4.3M Buy
+40,336
New +$4.33M 0.81% 35

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

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

Hohimer Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 4.7% in Q2 2026, selling an estimated $54.5K and leaving 10,423 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #159.

Hohimer Wealth Management first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.3M in Q4 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Hohimer Wealth Management held 10,423 shares of iShares National Muni Bond ETF worth $1.12M as of Q2 2026.
  • Hohimer Wealth Management sold 510 iShares National Muni Bond ETF shares in Q2 2026, an estimated $54.5K.
  • iShares National Muni Bond ETF made up 0.11% of Hohimer Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Hohimer Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Hohimer Wealth Management's iShares National Muni Bond ETF position peaked at $4.3M in Q4 2024.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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