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Holos Integrated Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Holos Integrated Wealth’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 		$15.4K Hold
144
– – 0.01% 231
2026
Q1 		$15.3K Hold
144
– – 0.01% 228
2025
Q4 		$15.4K Hold
144
– – 0.01% 178
2025
Q3 		$15.4K Hold
144
– – 0.01% 172
2025
Q2 		$15K Hold
144
– – 0.01% 172
2025
Q1 		$15.2K Hold
144
– – 0.01% 171
2024
Q4 		$15.3K Buy
+144
New +$15.5K 0.01% 171

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

Holos Integrated Wealth's MUB Position: Q2 2026 in Review

Holos Integrated Wealth held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 144 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #231.

Holos Integrated Wealth first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Holos Integrated Wealth held 144 shares of iShares National Muni Bond ETF worth $15.4K as of Q2 2026.
  • Holos Integrated Wealth left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #231 holding.
  • Holos Integrated Wealth first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.