Intergy Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Intergy Private Wealth’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	$420K	Hold	3,906	–	–	0.1%	80
2026 Q1	$415K	Buy	3,906 +387	+11%	+$41.6K	0.12%	74
2025 Q4	$377K	Buy	3,519 +1,228	+54%	+$131K	0.11%	79
2025 Q3	$244K	Buy	+2,291	New	+$240K	0.08%	92
2025 Q1	–	Sell	-2,398	Closed	-$256K	–	97
2024 Q4	$256K	Buy	2,398 +8	+0.3%	+$859	0.1%	80
2024 Q3	$260K	Buy	2,390 +6	+0.3%	+$647	0.1%	74
2024 Q2	$254K	Sell	2,384 -435	-15%	-$46.3K	0.1%	72
2024 Q1	$303K	Buy	2,819 +4	+0.1%	+$432	0.12%	68
2023 Q4	$305K	Buy	+2,815	New	+$294K	0.13%	65
2022 Q4	–	Sell	-2,680	Closed	-$275K	–	67
2022 Q3	$275K	Buy	+2,680	New	+$285K	0.2%	53

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

Intergy Private Wealth's MUB Position: Q2 2026 in Review

Intergy Private Wealth held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 3,906 shares worth $420K. The position accounts for 0.1% of the portfolio, ranked #80.

Intergy Private Wealth first reported a position in MUB in Q3 2022 and has held it in 10 quarters since. 411 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Intergy Private Wealth held 3,906 shares of iShares National Muni Bond ETF worth $420K as of Q2 2026.
Intergy Private Wealth left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.1% of Intergy Private Wealth's portfolio in Q2 2026, its #80 holding.
Intergy Private Wealth first reported a position in iShares National Muni Bond ETF in Q3 2022 and has held it in 10 quarters since.
411 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.