Lake Hills Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

Lake Hills Wealth Management’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	$383K	Sell	3,556 -1,336	-27%	-$143K	0.17%	53
2026 Q1	$519K	Buy	+4,892	New	+$526K	0.29%	34
2023 Q4	–	Sell	-2,905	Closed	-$298K	–	43
2023 Q3	$298K	Sell	2,905 -209	-7%	-$22K	0.3%	28
2023 Q2	$332K	Sell	3,114 -3,941	-56%	-$421K	0.36%	34
2023 Q1	$760K	Sell	7,055 -8,631	-55%	-$922K	0.79%	22
2022 Q4	$1.66M	Buy	+15,686	New	+$1.63M	1.65%	19
2022 Q3	–	Sell	-5,091	Closed	-$541K	–	38
2022 Q2	$541K	Sell	5,091 -11,954	-70%	-$1.28M	0.4%	22
2022 Q1	$1.87M	Buy	17,045 +2,215	+15%	+$250K	1.34%	18
2021 Q4	$1.72M	Buy	+14,830	New	+$1.72M	1.22%	22

Other funds holding MUB

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

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 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Lake Hills Wealth Management's MUB Position: Q2 2026 in Review

Lake Hills Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 27% in Q2 2026, selling an estimated $143K and leaving 3,556 shares worth $383K. The position accounts for 0.17% of the portfolio, ranked #53.

Lake Hills Wealth Management first reported a position in MUB in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.87M in Q1 2022. 800 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Lake Hills Wealth Management held 3,556 shares of iShares National Muni Bond ETF worth $383K as of Q2 2026.
Lake Hills Wealth Management sold 1,336 iShares National Muni Bond ETF shares in Q2 2026, an estimated $143K.
iShares National Muni Bond ETF made up 0.17% of Lake Hills Wealth Management's portfolio in Q2 2026, its #53 holding.
Lake Hills Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 9 quarters since.
Lake Hills Wealth Management's iShares National Muni Bond ETF position peaked at $1.87M in Q1 2022.
800 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.