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

LongView 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	$1.11M	Sell	10,307 -1,086	-10%	-$116K	0.28%	78
2026 Q1	$1.22M	Sell	11,393 -3,675	-24%	-$395K	0.31%	74
2025 Q4	$1.62M	Buy	15,068 +3,951	+36%	+$423K	0.39%	60
2025 Q3	$1.18M	Buy	11,117 +1,095	+11%	+$115K	0.32%	71
2025 Q2	$1.05M	Sell	10,022 -1,730	-15%	-$180K	0.32%	69
2025 Q1	$1.24M	Buy	11,752 +1,385	+13%	+$147K	0.37%	60
2024 Q4	$1.1M	Buy	10,367 +602	+6%	+$64.7K	0.34%	66
2024 Q3	$1.06M	Buy	9,765 +7,701	+373%	+$830K	0.34%	64
2024 Q2	$220K	Sell	2,064 -180	-8%	-$19.2K	0.08%	172
2024 Q1	$241K	Sell	2,244 -867	-28%	-$93.6K	0.1%	158
2023 Q4	$337K	Buy	+3,111	New	+$325K	0.15%	130

Other funds holding MUB

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

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

LongView Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 9.5% in Q2 2026, selling an estimated $116K and leaving 10,307 shares worth $1.11M. The position accounts for 0.28% of the portfolio, ranked #78.

LongView Wealth Management first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q4 2025. 532 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

LongView Wealth Management held 10,307 shares of iShares National Muni Bond ETF worth $1.11M as of Q2 2026.
LongView Wealth Management sold 1,086 iShares National Muni Bond ETF shares in Q2 2026, an estimated $116K.
iShares National Muni Bond ETF made up 0.28% of LongView Wealth Management's portfolio in Q2 2026, its #78 holding.
LongView Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
LongView Wealth Management's iShares National Muni Bond ETF position peaked at $1.62M in Q4 2025.
532 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.