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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
2022
Q4 		– Sell
-4,826
Closed -$495K – 47
2022
Q3 		$495K Buy
+4,826
New +$513K 0.45% 23

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Envestnet Asset Management
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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. 1,021 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.
  • 1,021 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.