Integrated Wealth Concepts’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $74.6M | Buy |
693,109
+341,145
| +97% | +$36.5M | 0.36% | 52 |
|
|
2026
Q1 | $37.4M | Buy |
351,964
+79,298
| +29% | +$8.53M | 0.3% | 64 |
|
|
2025
Q4 | $29.2M | Sell |
272,666
-33,014
| -11% | -$3.53M | 0.35% | 63 |
|
|
2025
Q3 | $32.6M | Sell |
305,680
-9,089
| -3% | -$951K | 0.29% | 63 |
|
|
2025
Q2 | $32.9M | Buy |
314,769
+785
| +0.3% | +$81.6K | 0.33% | 59 |
|
|
2025
Q1 | $33.1M | Buy |
313,984
+29,557
| +10% | +$3.14M | 0.39% | 52 |
|
|
2024
Q4 | $30.3M | Buy |
284,427
+25,480
| +10% | +$2.74M | 0.35% | 55 |
|
|
2024
Q3 | $28.1M | Buy |
258,947
+23,769
| +10% | +$2.56M | 0.34% | 63 |
|
|
2024
Q2 | $25.1M | Buy |
235,178
+25,830
| +12% | +$2.75M | 0.34% | 67 |
|
|
2024
Q1 | $22.5M | Buy |
209,348
+12,677
| +6% | +$1.37M | 0.33% | 69 |
|
|
2023
Q4 | $21.3M | Sell |
196,671
-7,445
| -4% | -$778K | 0.35% | 60 |
|
|
2023
Q3 | $20.9M | Sell |
204,116
-11,844
| -5% | -$1.25M | 0.37% | 57 |
|
|
2023
Q2 | $23M | Buy |
215,960
+27,791
| +15% | +$2.97M | 0.4% | 52 |
|
|
2023
Q1 | $20.3M | Sell |
188,169
-167,357
| -47% | -$17.9M | 0.42% | 50 |
|
|
2022
Q4 | $37.5M | Buy |
355,526
+311,826
| +714% | +$32.5M | 1.02% | 21 |
|
|
2022
Q3 | $4.48M | Buy |
43,700
+1,513
| +4% | +$161K | 0.14% | 148 |
|
|
2022
Q2 | $4.49M | Sell |
42,187
-10,648
| -20% | -$1.14M | 0.14% | 150 |
|
|
2022
Q1 | $5.79M | Sell |
52,835
-5,166
| -9% | -$583K | 0.18% | 112 |
|
|
2021
Q4 | $6.74M | Buy |
58,001
+8,795
| +18% | +$1.02M | 0.2% | 98 |
|
|
2021
Q3 | $5.72M | Buy |
49,206
+24,970
| +103% | +$2.93M | 0.19% | 108 |
|
|
2021
Q2 | $2.84M | Buy |
24,236
+9,703
| +67% | +$1.13M | 0.1% | 173 |
|
|
2021
Q1 | $1.69M | Buy |
14,533
+4,143
| +40% | +$483K | 0.07% | 211 |
|
|
2020
Q4 | $1.22M | Sell |
10,390
-63,909
| -86% | -$7.42M | 0.06% | 217 |
|
|
2020
Q3 | $8.61M | Buy |
74,299
+64,940
| +694% | +$7.55M | 0.53% | 44 |
|
|
2020
Q2 | $1.08M | Sell |
9,359
-75,704
| -89% | -$8.59M | 0.08% | 164 |
|
|
2020
Q1 | $9.61M | Buy |
85,063
+20,848
| +32% | +$2.38M | 0.89% | 35 |
|
|
2019
Q4 | $7.32M | Buy |
64,215
+22,971
| +56% | +$2.62M | 0.62% | 45 |
|
|
2019
Q3 | $4.71M | Buy |
41,244
+4,826
| +13% | +$551K | 0.53% | 49 |
|
|
2019
Q2 | $3.55M | Buy |
36,418
+15,998
| +78% | +$1.79M | 0.46% | 54 |
|
|
2019
Q1 | $2.27M | Buy |
20,420
+4,347
| +27% | +$477K | 0.38% | 61 |
|
|
2018
Q4 | $1.75M | Buy |
16,073
+3,492
| +28% | +$376K | 0.48% | 54 |
|
|
2018
Q3 | $1.35M | Buy |
12,581
+1,098
| +10% | +$119K | 0.41% | 60 |
|
|
2018
Q2 | $1.25M | Buy |
11,483
+9,401
| +452% | +$1.02M | 0.43% | 55 |
|
|
2018
Q1 | $226K | Buy |
+2,082
| New | +$227K | 0.09% | 179 |
|
Other funds holding MUB
Integrated Wealth Concepts's MUB Position: Q2 2026 in Review
Integrated Wealth Concepts increased its iShares National Muni Bond ETF (MUB) stake by 97% in Q2 2026, buying an estimated $36.5M and bringing the position to 693,109 shares worth $74.6M. The position accounts for 0.36% of the portfolio, ranked #52.
Integrated Wealth Concepts first reported a position in MUB in Q1 2018 and has held it in 34 quarters since. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.
- Integrated Wealth Concepts held 693,109 shares of iShares National Muni Bond ETF worth $74.6M as of Q2 2026.
- Integrated Wealth Concepts bought 341,145 iShares National Muni Bond ETF shares in Q2 2026, an estimated $36.5M.
- iShares National Muni Bond ETF made up 0.36% of Integrated Wealth Concepts's portfolio in Q2 2026, its #52 holding.
- Integrated Wealth Concepts first reported a position in iShares National Muni Bond ETF in Q1 2018 and has held it in 34 quarters since.
- 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.
Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.