Journey Beyond Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Journey Beyond 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	$1.08M	Hold	10,000	–	–	0.84%	17
2026 Q1	$1.06M	Hold	10,000	–	–	0.91%	16
2025 Q4	$1.07M	Hold	10,000	–	–	0.85%	17
2025 Q3	$1.06M	Sell	10,000 -2,680	-21%	-$280K	0.88%	15
2025 Q2	$1.32M	Hold	12,680	–	–	1.12%	15
2025 Q1	$1.34M	Hold	12,680	–	–	1.25%	17
2024 Q4	$1.35M	Buy	+12,680	New	+$1.36M	1.27%	17

Other funds holding MUB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Journey Beyond Wealth's MUB Position: Q2 2026 in Review

Journey Beyond Wealth held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 10,000 shares worth $1.08M. The position accounts for 0.84% of the portfolio, ranked #17.

Journey Beyond Wealth first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q4 2024. 1,253 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Journey Beyond Wealth held 10,000 shares of iShares National Muni Bond ETF worth $1.08M as of Q2 2026.
Journey Beyond Wealth left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.84% of Journey Beyond Wealth's portfolio in Q2 2026, its #17 holding.
Journey Beyond Wealth first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Journey Beyond Wealth's iShares National Muni Bond ETF position peaked at $1.35M in Q4 2024.
1,253 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.