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

Lifelong 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	$628K	Sell	5,839 -13	-0.2%	-$1.39K	0.15%	50
2026 Q1	$621K	Buy	5,852 +1,463	+33%	+$157K	0.17%	46
2025 Q4	$470K	Buy	4,389 +39	+0.9%	+$4.17K	0.12%	53
2025 Q3	$463K	Buy	4,350 +896	+26%	+$93.8K	0.14%	48
2025 Q2	$361K	Buy	+3,454	New	+$359K	0.12%	52

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Lifelong Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.22% in Q2 2026, selling an estimated $1.39K and leaving 5,839 shares worth $628K. The position accounts for 0.15% of the portfolio, ranked #50.

Lifelong Wealth Advisors first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Lifelong Wealth Advisors held 5,839 shares of iShares National Muni Bond ETF worth $628K as of Q2 2026.
Lifelong Wealth Advisors sold 13 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.39K.
iShares National Muni Bond ETF made up 0.15% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Lifelong Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.