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

Juncture 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 		$1.48M Buy
13,723
+2,106
+18% +$225K 0.38% 50
2026
Q1 		$1.23M Sell
11,617
-725
-6% -$78K 0.41% 47
2025
Q4 		$1.32M Sell
12,342
-2,654
-18% -$284K 0.44% 40
2025
Q3 		$1.6M Sell
14,996
-1,030
-6% -$108K 0.54% 36
2025
Q2 		$1.67M Sell
16,026
-3,190
-17% -$332K 0.59% 33
2025
Q1 		$2.03M Sell
19,216
-953
-5% -$101K 0.79% 24
2024
Q4 		$2.15M Sell
20,169
-5,532
-22% -$594K 0.8% 21
2024
Q3 		$2.79M Sell
25,701
-340
-1% -$36.6K 1.08% 19
2024
Q2 		$2.77M Buy
26,041
+410
+2% +$43.7K 1.16% 18
2024
Q1 		$2.76M Sell
25,631
-1,648
-6% -$178K 1.19% 19
2023
Q4 		$2.96M Buy
27,279
+1,342
+5% +$140K 1.34% 20
2023
Q3 		$2.66M Buy
25,937
+658
+3% +$69.4K 1.3% 20
2023
Q2 		$2.7M Buy
25,279
+3,119
+14% +$333K 1.26% 22
2023
Q1 		$2.39M Buy
22,160
+3,911
+21% +$418K 1.18% 23
2022
Q4 		$1.93M Buy
18,249
+7,800
+75% +$813K 0.92% 24
2022
Q3 		$1.07M Buy
10,449
+3,632
+53% +$386K 0.53% 36
2022
Q2 		$725K Sell
6,817
-8,977
-57% -$958K 0.36% 52
2022
Q1 		$1.73M Buy
15,794
+3,333
+27% +$376K 0.82% 30
2021
Q4 		$1.45M Buy
12,461
+1,334
+12% +$155K 0.69% 34
2021
Q3 		$1.29M Buy
11,127
+76
+0.7% +$8.91K 0.68% 30
2021
Q2 		$1.3M Buy
11,051
+2,577
+30% +$301K 0.75% 29
2021
Q1 		$984K Buy
8,474
+1,605
+23% +$187K 0.62% 35
2020
Q4 		$805K Buy
6,869
+983
+17% +$114K 0.51% 44
2020
Q3 		$682K Buy
5,886
+1,592
+37% +$185K 0.47% 50
2020
Q2 		$496K Buy
4,294
+1,172
+38% +$133K 0.37% 58
2020
Q1 		$353K Buy
3,122
+962
+45% +$110K 0.33% 70
2019
Q4 		$246K Buy
+2,160
New +$246K 0.19% 92
2019
Q2 		– Sell
-2,677
Closed -$298K – 115
2019
Q1 		$298K Sell
2,677
-358
-12% -$39.3K 0.23% 96
2018
Q4 		$331K Sell
3,035
-1,990
-40% -$214K 0.22% 86
2018
Q3 		$542K Buy
5,025
+1,404
+39% +$153K 0.28% 72
2018
Q2 		$395K Buy
3,621
+89
+3% +$9.66K 0.21% 76
2018
Q1 		$385K Buy
3,532
+810
+30% +$88.4K 0.21% 73
2017
Q4 		$301K Buy
2,722
+527
+24% +$58.3K 0.17% 79
2017
Q3 		$243K Sell
2,195
-1,287
-37% -$143K 0.14% 82
2017
Q2 		$383K Sell
3,482
-2,041
-37% -$224K 0.22% 74
2017
Q1 		$602K Buy
5,523
+106
+2% +$11.5K 0.37% 62
2016
Q4 		$586K Buy
+5,417
New +$593K 0.41% 55

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
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
Wealth Enhancement Advisory Services
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Juncture Wealth Strategies increased its iShares National Muni Bond ETF (MUB) stake by 18% in Q2 2026, buying an estimated $225K and bringing the position to 13,723 shares worth $1.48M. The position accounts for 0.38% of the portfolio, ranked #50.

Juncture Wealth Strategies first reported a position in MUB in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.96M in Q4 2023. 647 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Juncture Wealth Strategies held 13,723 shares of iShares National Muni Bond ETF worth $1.48M as of Q2 2026.
  • Juncture Wealth Strategies bought 2,106 iShares National Muni Bond ETF shares in Q2 2026, an estimated $225K.
  • iShares National Muni Bond ETF made up 0.38% of Juncture Wealth Strategies's portfolio in Q2 2026, its #50 holding.
  • Juncture Wealth Strategies first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 37 quarters since.
  • Juncture Wealth Strategies's iShares National Muni Bond ETF position peaked at $2.96M in Q4 2023.
  • 647 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.