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Insight Wealth Strategies’s iShares National Muni Bond ETF MUB Stock Holding History

Insight Wealth Strategies’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 		$4.52M Buy
42,067
+2,629
+7% +$281K 0.44% 76
2026
Q1 		$4.19M Buy
39,438
+2,169
+6% +$233K 0.47% 69
2025
Q4 		$3.99M Buy
37,269
+873
+2% +$93.5K 0.46% 73
2025
Q3 		$3.88M Sell
36,396
-170
-0.5% -$17.8K 0.46% 73
2025
Q2 		$3.81M Sell
36,566
-122
-0.3% -$12.7K 0.48% 70
2025
Q1 		$3.87M Buy
36,688
+1,657
+5% +$176K 0.52% 58
2024
Q4 		$3.73M Sell
35,031
-3,608
-9% -$388K 0.5% 65
2024
Q3 		$4.2M Buy
38,639
+3,948
+11% +$425K 0.55% 47
2024
Q2 		$3.7M Buy
34,691
+2,860
+9% +$305K 0.53% 49
2024
Q1 		$3.43M Buy
31,831
+1,554
+5% +$168K 0.5% 46
2023
Q4 		$3.28M Buy
30,277
+2,828
+10% +$296K 0.53% 35
2023
Q3 		$2.81M Buy
27,449
+137
+0.5% +$14.4K 0.54% 35
2023
Q2 		$2.92M Buy
27,312
+263
+1% +$28.1K 0.56% 29
2023
Q1 		$2.91M Buy
27,049
+186
+0.7% +$19.9K 0.57% 27
2022
Q4 		$2.83M Buy
26,863
+479
+2% +$49.9K 0.55% 26
2022
Q3 		$2.81M Hold
26,384
– – 0.52% 27
2022
Q2 		$2.81M Buy
26,384
+387
+1% +$41.3K 0.52% 27
2022
Q1 		$2.85M Buy
25,997
+1,040
+4% +$117K 0.42% 31
2021
Q4 		$2.9M Sell
24,957
-837
-3% -$97.2K 0.41% 32
2021
Q3 		$3M Buy
25,794
+538
+2% +$63.1K 0.42% 31
2021
Q2 		$2.96M Sell
25,256
-8,740
-26% -$1.02M 0.42% 29
2021
Q1 		$3.94M Buy
33,996
+245
+0.7% +$28.6K 0.53% 28
2020
Q4 		$3.96M Buy
33,751
+5,584
+20% +$649K 0.67% 25
2020
Q3 		$3.27M Sell
28,167
-1,275
-4% -$148K 0.61% 26
2020
Q2 		$3.4M Buy
29,442
+4,697
+19% +$533K 0.76% 24
2020
Q1 		$2.8M Buy
24,745
+21,006
+562% +$2.4M 0.74% 23
2019
Q4 		$426K Sell
3,739
-709
-16% -$80.8K 0.09% 146
2019
Q3 		$508K Buy
4,448
+890
+25% +$102K 0.12% 114
2019
Q2 		$402K Buy
3,558
+43
+1% +$4.81K 0.1% 121
2019
Q1 		$391K Buy
+3,515
New +$385K 0.11% 112

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

Insight Wealth Strategies's MUB Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares National Muni Bond ETF (MUB) stake by 6.7% in Q2 2026, buying an estimated $281K and bringing the position to 42,067 shares worth $4.52M. The position accounts for 0.44% of the portfolio, ranked #76.

Insight Wealth Strategies first reported a position in MUB in Q1 2019 and has held it in 30 quarters since. 846 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Insight Wealth Strategies held 42,067 shares of iShares National Muni Bond ETF worth $4.52M as of Q2 2026.
  • Insight Wealth Strategies bought 2,629 iShares National Muni Bond ETF shares in Q2 2026, an estimated $281K.
  • iShares National Muni Bond ETF made up 0.44% of Insight Wealth Strategies's portfolio in Q2 2026, its #76 holding.
  • Insight Wealth Strategies first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 30 quarters since.
  • 846 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.