HGWM
MUB icon

Horst & Graben Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Horst & Graben 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 		$377K Buy
3,512
+218
+7% +$23.3K 0.05% 141
2026
Q1 		$354K Buy
3,294
+25
+0.8% +$2.69K 0.05% 141
2025
Q4 		$350K Buy
3,269
+33
+1% +$3.53K 0.05% 129
2025
Q3 		$345K Buy
3,236
+184
+6% +$19.3K 0.05% 130
2025
Q2 		$319K Buy
3,052
+24
+0.8% +$2.5K 0.05% 126
2025
Q1 		$319K Buy
3,028
+11
+0.4% +$1.17K 0.06% 122
2024
Q4 		$321K Buy
3,017
+30
+1% +$3.22K 0.06% 118
2024
Q3 		$324K Buy
2,987
+22
+0.7% +$2.37K 0.06% 113
2024
Q2 		$316K Buy
2,965
+22
+0.7% +$2.34K 0.06% 105
2024
Q1 		$317K Buy
2,943
+84
+3% +$9.06K 0.06% 107
2023
Q4 		$310K Sell
2,859
-2,822
-50% -$295K 0.07% 101
2023
Q3 		$583K Buy
5,681
+1,501
+36% +$158K 0.14% 64
2023
Q2 		$446K Buy
4,180
+26
+0.6% +$2.78K 0.11% 79
2023
Q1 		$448K Buy
4,154
+19
+0.5% +$2.03K 0.11% 76
2022
Q4 		$436K Sell
4,135
-860
-17% -$89.6K 0.11% 84
2022
Q3 		$512K Buy
4,995
+27
+0.5% +$2.87K 0.15% 73
2022
Q2 		$528K Sell
4,968
-404
-8% -$43.1K 0.14% 76
2022
Q1 		$589K Buy
5,372
+442
+9% +$49.9K 0.14% 72
2021
Q4 		$573K Buy
4,930
+28
+0.6% +$3.25K 0.14% 75
2021
Q3 		$569K Buy
4,902
+127
+3% +$14.9K 0.16% 71
2021
Q2 		$560K Buy
4,775
+22
+0.5% +$2.57K 0.16% 74
2021
Q1 		$552K Buy
4,753
+2,582
+119% +$301K 0.17% 76
2020
Q4 		$254K Buy
2,171
+15
+0.7% +$1.74K 0.09% 98
2020
Q3 		$250K Buy
2,156
+11
+0.5% +$1.28K 0.1% 99
2020
Q2 		$248K Sell
2,145
-548
-20% -$62.2K 0.11% 86
2020
Q1 		$304K Buy
+2,693
New +$307K 0.16% 69

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

Horst & Graben Wealth Management's MUB Position: Q2 2026 in Review

Horst & Graben Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 6.6% in Q2 2026, buying an estimated $23.3K and bringing the position to 3,512 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #141.

Horst & Graben Wealth Management first reported a position in MUB in Q1 2020 and has held it in 26 quarters since. The position peaked at $589K in Q1 2022. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Horst & Graben Wealth Management held 3,512 shares of iShares National Muni Bond ETF worth $377K as of Q2 2026.
  • Horst & Graben Wealth Management bought 218 iShares National Muni Bond ETF shares in Q2 2026, an estimated $23.3K.
  • iShares National Muni Bond ETF made up 0.05% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Horst & Graben Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Horst & Graben Wealth Management's iShares National Muni Bond ETF position peaked at $589K in Q1 2022.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.