LifeGoal Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

LifeGoal Wealth Advisors’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	$509K	Buy	4,729 +23	+0.5%	+$2.46K	0.23%	63
2026 Q1	$500K	Sell	4,706 -1,753	-27%	-$188K	0.29%	52
2025 Q4	$692K	Buy	6,459 +976	+18%	+$104K	0.46%	37
2025 Q3	$584K	Sell	5,483 -2,289	-29%	-$240K	0.49%	40
2025 Q2	$812K	Sell	7,772 -632	-8%	-$65.7K	0.77%	31
2025 Q1	$886K	Sell	8,404 -4,810	-36%	-$512K	0.96%	27
2024 Q4	$1.41M	Buy	+13,214	New	+$1.42M	1.53%	20

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

LifeGoal Wealth Advisors's MUB Position: Q2 2026 in Review

LifeGoal Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 0.49% in Q2 2026, buying an estimated $2.46K and bringing the position to 4,729 shares worth $509K. The position accounts for 0.23% of the portfolio, ranked #63.

LifeGoal Wealth Advisors first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q4 2024. 853 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

LifeGoal Wealth Advisors held 4,729 shares of iShares National Muni Bond ETF worth $509K as of Q2 2026.
LifeGoal Wealth Advisors bought 23 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.46K.
iShares National Muni Bond ETF made up 0.23% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #63 holding.
LifeGoal Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's iShares National Muni Bond ETF position peaked at $1.41M in Q4 2024.
853 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.