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

LJI 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 		$677K Buy
6,288
+1,282
+26% +$137K 0.09% 89
2026
Q1 		$531K Sell
5,006
-5,785
-54% -$622K 0.08% 97
2025
Q4 		$1.16M Buy
10,791
+6,632
+159% +$710K 0.18% 62
2025
Q3 		$443K Sell
4,159
-5,689
-58% -$595K 0.08% 97
2025
Q2 		$1.03M Sell
9,848
-7,539
-43% -$784K 0.18% 56
2025
Q1 		$1.83M Buy
17,387
+36
+0.2% +$3.83K 0.37% 35
2024
Q4 		$1.85M Buy
17,351
+3,657
+27% +$393K 0.36% 33
2024
Q3 		$1.49M Buy
13,694
+1,951
+17% +$210K 0.3% 40
2024
Q2 		$1.25M Buy
11,743
+775
+7% +$82.5K 0.28% 43
2024
Q1 		$1.18M Buy
10,968
+115
+1% +$12.4K 0.31% 38
2023
Q4 		$1.18M Buy
10,853
+119
+1% +$12.4K 0.3% 40
2023
Q3 		$1.1M Sell
10,734
-659
-6% -$69.5K 0.32% 40
2023
Q2 		$1.22M Sell
11,393
-607
-5% -$64.9K 0.35% 36
2023
Q1 		$1.29M Sell
12,000
-78
-0.6% -$8.34K 0.41% 31
2022
Q4 		$1.27M Buy
+12,078
New +$1.26M 0.45% 32

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LJI Wealth Management's MUB Position: Q2 2026 in Review

LJI Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 26% in Q2 2026, buying an estimated $137K and bringing the position to 6,288 shares worth $677K. The position accounts for 0.09% of the portfolio, ranked #89.

LJI Wealth Management first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.85M in Q4 2024. 1,644 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • LJI Wealth Management held 6,288 shares of iShares National Muni Bond ETF worth $677K as of Q2 2026.
  • LJI Wealth Management bought 1,282 iShares National Muni Bond ETF shares in Q2 2026, an estimated $137K.
  • iShares National Muni Bond ETF made up 0.09% of LJI Wealth Management's portfolio in Q2 2026, its #89 holding.
  • LJI Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's iShares National Muni Bond ETF position peaked at $1.85M in Q4 2024.
  • 1,644 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.