IWA
MUB icon

Icon Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Icon Wealth Advisors’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 		$25.1M Buy
232,862
+3,066
+1% +$328K 1.51% 13
2026
Q1 		$24.6M Buy
229,796
+11,578
+5% +$1.24M 1.6% 16
2025
Q4 		$23.4M Sell
218,218
-4,902
-2% -$525K 1.56% 16
2025
Q3 		$23.8M Sell
223,120
-50,446
-18% -$5.28M 1.61% 15
2025
Q2 		$28.6M Buy
273,566
+38,286
+16% +$3.98M 2.04% 10
2025
Q1 		$24.8M Sell
235,280
-2,627
-1% -$279K 2.04% 11
2024
Q4 		$25.3M Sell
237,907
-13,941
-6% -$1.5M 2.09% 11
2024
Q3 		$27.4M Sell
251,848
-518
-0.2% -$55.8K 2.28% 11
2024
Q2 		$27.2M Buy
252,366
+9,376
+4% +$999K 2.42% 9
2024
Q1 		$26.1M Sell
242,990
-3,872
-2% -$418K 2.43% 6
2023
Q4 		$26.8M Buy
+246,862
New +$25.8M 2.79% 5
2022
Q4 		$19.1M Sell
180,650
-26,456
-13% -$2.76M 2.19% 9
2022
Q3 		$21.2M Buy
+207,106
New +$22M 2.58% 4

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

Icon Wealth Advisors's MUB Position: Q2 2026 in Review

Icon Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 1.3% in Q2 2026, buying an estimated $328K and bringing the position to 232,862 shares worth $25.1M. The position accounts for 1.51% of the portfolio, ranked #13.

Icon Wealth Advisors first reported a position in MUB in Q3 2022 and has held it in 13 quarters since. The position peaked at $28.6M in Q2 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Icon Wealth Advisors held 232,862 shares of iShares National Muni Bond ETF worth $25.1M as of Q2 2026.
  • Icon Wealth Advisors bought 3,066 iShares National Muni Bond ETF shares in Q2 2026, an estimated $328K.
  • iShares National Muni Bond ETF made up 1.51% of Icon Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Icon Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's iShares National Muni Bond ETF position peaked at $28.6M in Q2 2025.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.