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Innova Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Innova Wealth Partners’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 		$283K Sell
2,630
-25
-0.9% -$2.67K 0.12% 140
2026
Q1 		$282K Buy
2,655
+405
+18% +$43.5K 0.13% 126
2025
Q4 		$241K Sell
2,250
-570
-20% -$61K 0.12% 126
2025
Q3 		$300K Sell
2,820
-50
-2% -$5.23K 0.16% 88
2025
Q2 		$300K Sell
2,870
-50
-2% -$5.2K 0.18% 76
2025
Q1 		$308K Sell
2,920
-80
-3% -$8.51K 0.19% 72
2024
Q4 		$320K Buy
+3,000
New +$322K 0.2% 67
2024
Q3 		– Sell
-4,100
Closed -$437K – 115
2024
Q2 		$437K Sell
4,100
-550
-12% -$58.6K 0.31% 53
2024
Q1 		$500K Sell
4,650
-69
-1% -$7.45K 0.39% 43
2023
Q4 		$512K Sell
4,719
-1,080
-19% -$113K 0.44% 32
2023
Q3 		$595K Sell
5,799
-342
-6% -$36.1K 0.53% 27
2023
Q2 		$655K Sell
6,141
-142
-2% -$15.2K 0.56% 29
2023
Q1 		$677K Sell
6,283
-639
-9% -$68.3K 0.59% 25
2022
Q4 		$730K Sell
6,922
-2,126
-23% -$222K 0.64% 25
2022
Q3 		$928K Sell
9,048
-3,227
-26% -$343K 0.85% 12
2022
Q2 		$1.31M Sell
12,275
-3,595
-23% -$384K 1.1% 9
2022
Q1 		$1.74M Sell
15,870
-184
-1% -$20.8K 1.25% 18
2021
Q4 		$1.87M Buy
16,054
+1,120
+7% +$130K 1.32% 18
2021
Q3 		$1.74M Buy
14,934
+932
+7% +$109K 1.38% 21
2021
Q2 		$1.64M Buy
14,002
+945
+7% +$110K 1.29% 23
2021
Q1 		$1.51M Sell
13,057
-367
-3% -$42.8K 1.29% 22
2020
Q4 		$1.57M Buy
+13,424
New +$1.56M 1.47% 22

Other funds holding MUB

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Innova Wealth Partners's MUB Position: Q2 2026 in Review

Innova Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 0.94% in Q2 2026, selling an estimated $2.67K and leaving 2,630 shares worth $283K. The position accounts for 0.12% of the portfolio, ranked #140.

Innova Wealth Partners first reported a position in MUB in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.87M in Q4 2021. 800 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Innova Wealth Partners held 2,630 shares of iShares National Muni Bond ETF worth $283K as of Q2 2026.
  • Innova Wealth Partners sold 25 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.67K.
  • iShares National Muni Bond ETF made up 0.12% of Innova Wealth Partners's portfolio in Q2 2026, its #140 holding.
  • Innova Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Innova Wealth Partners's iShares National Muni Bond ETF position peaked at $1.87M in Q4 2021.
  • 800 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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