Independent Wealth Network’s iShares National Muni Bond ETF MUB Stock Holding History

Independent Wealth Network’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	$364K	Sell	3,386 -169	-5%	-$18.1K	0.09%	220
2026 Q1	$377K	Buy	3,555 +199	+6%	+$21.4K	0.11%	198
2025 Q4	$359K	Buy	3,356 +352	+12%	+$37.7K	0.11%	190
2025 Q3	$320K	Buy	3,004 +156	+5%	+$16.3K	0.1%	199
2025 Q2	$298K	Buy	2,848 +464	+19%	+$48.2K	0.11%	195
2025 Q1	$251K	Buy	2,384 +407	+21%	+$43.3K	0.1%	199
2024 Q4	$211K	Buy	+1,977	New	+$212K	0.09%	220
2023 Q4	–	Sell	-2,084	Closed	-$214K	–	220
2023 Q3	$214K	Sell	2,084 -100	-5%	-$10.5K	0.13%	183
2023 Q2	$233K	Buy	2,184 +75	+4%	+$8.02K	0.14%	173
2023 Q1	$227K	Buy	+2,109	New	+$225K	0.15%	166
2022 Q3	–	Sell	-1,902	Closed	-$202K	–	188
2022 Q2	$202K	Buy	+1,902	New	+$203K	0.15%	170

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 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

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

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

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Independent Wealth Network's MUB Position: Q2 2026 in Review

Independent Wealth Network reduced its iShares National Muni Bond ETF (MUB) stake by 4.8% in Q2 2026, selling an estimated $18.1K and leaving 3,386 shares worth $364K. The position accounts for 0.09% of the portfolio, ranked #220.

Independent Wealth Network first reported a position in MUB in Q2 2022 and has held it in 11 quarters since. The position peaked at $377K in Q1 2026. 480 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Independent Wealth Network held 3,386 shares of iShares National Muni Bond ETF worth $364K as of Q2 2026.
Independent Wealth Network sold 169 iShares National Muni Bond ETF shares in Q2 2026, an estimated $18.1K.
iShares National Muni Bond ETF made up 0.09% of Independent Wealth Network's portfolio in Q2 2026, its #220 holding.
Independent Wealth Network first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 11 quarters since.
Independent Wealth Network's iShares National Muni Bond ETF position peaked at $377K in Q1 2026.
480 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.