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Ironwood Wealth Management (Arizona)’s iShares National Muni Bond ETF MUB Stock Holding History

Ironwood Wealth Management (Arizona)’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 		$5.9M Buy
54,859
+10,691
+24% +$1.14M 1.31% 16
2026
Q1 		$4.69M Buy
44,168
+741
+2% +$79.7K 1.34% 11
2025
Q4 		$4.65M Buy
43,427
+116
+0.3% +$12.4K 1.37% 10
2025
Q3 		$4.61M Buy
43,311
+12,007
+38% +$1.26M 1.55% 10
2025
Q2 		$3.27M Sell
31,304
-37,844
-55% -$3.93M 1.19% 12
2025
Q1 		$7.29M Sell
69,148
-5,453
-7% -$580K 2.24% 10
2024
Q4 		$7.95M Buy
74,601
+168
+0.2% +$18K 2.47% 10
2024
Q3 		$8.09M Buy
74,433
+470
+0.6% +$50.6K 2.43% 10
2024
Q2 		$7.88M Sell
73,963
-12,345
-14% -$1.31M 2.57% 10
2024
Q1 		$9.29M Buy
86,308
+2,284
+3% +$246K 3.01% 10
2023
Q4 		$9.11M Buy
84,024
+40,689
+94% +$4.25M 3.04% 10
2023
Q3 		$4.44M Buy
43,335
+20,989
+94% +$2.21M 1.81% 14
2023
Q2 		$2.38M Buy
22,346
+116
+0.5% +$12.4K 0.89% 22
2023
Q1 		$2.4M Buy
22,230
+1,258
+6% +$134K 0.95% 21
2022
Q4 		$2.21M Buy
20,972
+8,030
+62% +$837K 0.92% 21
2022
Q3 		$1.38M Hold
12,942
– – 0.62% 19
2022
Q2 		$1.38M Sell
12,942
-4,369
-25% -$466K 0.62% 19
2022
Q1 		$1.9M Buy
17,311
+3,560
+26% +$402K 0.78% 17
2021
Q4 		$1.6M Sell
13,751
-88
-0.6% -$10.2K 0.7% 15
2021
Q3 		$1.61M Sell
13,839
-1,662
-11% -$195K 0.76% 15
2021
Q2 		$1.81M Buy
15,501
+1,346
+10% +$157K 1.05% 14
2021
Q1 		$1.64M Buy
14,155
+2,087
+17% +$243K 1.05% 17
2020
Q4 		$1.41M Buy
+12,068
New +$1.4M 0.88% 17
2020
Q2 		– Sell
-12,901
Closed -$1.46M – 48
2020
Q1 		$1.46M Buy
12,901
+5,001
+63% +$571K 1.22% 16
2019
Q4 		$900K Buy
7,900
+6
+0.1% +$683 0.63% 17
2019
Q3 		$901K Sell
7,894
-229
-3% -$26.1K 0.67% 17
2019
Q2 		$919K Sell
8,123
-2,392
-23% -$268K 0.7% 17
2019
Q1 		$1.17M Buy
10,515
+523
+5% +$57.4K 1% 18
2018
Q4 		$1.09M Buy
9,992
+3,681
+58% +$396K 1.05% 17
2018
Q3 		$681K Sell
6,311
-752
-11% -$81.7K 0.6% 19
2018
Q2 		$770K Buy
+7,063
New +$766K 0.72% 19
2017
Q3 		$1.01M Buy
+9,084
New +$1.01M 0.94% 17

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

Ironwood Wealth Management (Arizona)'s MUB Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) increased its iShares National Muni Bond ETF (MUB) stake by 24% in Q2 2026, buying an estimated $1.14M and bringing the position to 54,859 shares worth $5.9M. The position accounts for 1.31% of the portfolio, ranked #16.

Ironwood Wealth Management (Arizona) first reported a position in MUB in Q3 2017 and has held it in 32 quarters since. The position peaked at $9.29M in Q1 2024. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Ironwood Wealth Management (Arizona) held 54,859 shares of iShares National Muni Bond ETF worth $5.9M as of Q2 2026.
  • Ironwood Wealth Management (Arizona) bought 10,691 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.14M.
  • iShares National Muni Bond ETF made up 1.31% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #16 holding.
  • Ironwood Wealth Management (Arizona) first reported a position in iShares National Muni Bond ETF in Q3 2017 and has held it in 32 quarters since.
  • Ironwood Wealth Management (Arizona)'s iShares National Muni Bond ETF position peaked at $9.29M in Q1 2024.
  • 855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.