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

Lineweaver 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	$1.97M	Sell	18,275 -2,926	-14%	-$313K	0.23%	90
2026 Q1	$2.25M	Buy	21,201 +426	+2%	+$45.8K	0.3%	71
2025 Q4	$2.23M	Buy	20,775 +2,631	+15%	+$282K	0.3%	64
2025 Q3	$1.93M	Buy	18,144 +1,000	+6%	+$105K	0.28%	69
2025 Q2	$1.79M	Buy	17,144 +1,700	+11%	+$177K	0.28%	73
2025 Q1	$1.63M	Buy	15,444 +1,253	+9%	+$133K	0.28%	74
2024 Q4	$1.51M	Buy	14,191 +1,168	+9%	+$125K	0.28%	70
2024 Q3	$1.41M	Buy	13,023 +583	+5%	+$62.8K	0.27%	70
2024 Q2	$1.33M	Buy	12,440 +1,760	+16%	+$187K	0.27%	70
2024 Q1	$1.15M	Buy	10,680 +2,421	+29%	+$261K	0.27%	72
2023 Q4	$895K	Buy	+8,259	New	+$863K	0.23%	79
2021 Q4	–	Sell	-1,888	Closed	-$219K	–	141
2021 Q3	$219K	Buy	1,888 +7	+0.4%	+$821	0.07%	127
2021 Q2	$220K	Sell	1,881 -3,273	-64%	-$382K	0.07%	115
2021 Q1	$598K	Sell	5,154 -1,154	-18%	-$135K	0.21%	62
2020 Q4	$739K	Sell	6,308 -154	-2%	-$17.9K	0.29%	42
2020 Q3	$749K	Buy	+6,462	New	+$751K	0.33%	38

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

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

Lineweaver Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 14% in Q2 2026, selling an estimated $313K and leaving 18,275 shares worth $1.97M. The position accounts for 0.23% of the portfolio, ranked #90.

Lineweaver Wealth Advisors first reported a position in MUB in Q3 2020 and has held it in 16 quarters since. The position peaked at $2.25M in Q1 2026. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Lineweaver Wealth Advisors held 18,275 shares of iShares National Muni Bond ETF worth $1.97M as of Q2 2026.
Lineweaver Wealth Advisors sold 2,926 iShares National Muni Bond ETF shares in Q2 2026, an estimated $313K.
iShares National Muni Bond ETF made up 0.23% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Lineweaver Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 16 quarters since.
Lineweaver Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.25M in Q1 2026.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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