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LPWM LLC’s iShares National Muni Bond ETF MUB Stock Holding History

LPWM LLC’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 		$2.02M Sell
18,758
-169
-0.9% -$18.1K 0.45% 31
2026
Q1 		$2.01M Sell
18,927
-1,349
-7% -$145K 0.51% 29
2025
Q4 		$2.17M Sell
20,276
-1,412
-7% -$151K 0.55% 30
2025
Q3 		$2.31M Sell
21,688
-1,171
-5% -$123K 0.62% 28
2025
Q2 		$2.39M Sell
22,859
-28,490
-55% -$2.96M 0.7% 25
2025
Q1 		$5.41M Sell
51,349
-3,035
-6% -$323K 1.74% 12
2024
Q4 		$5.79M Sell
54,384
-4,523
-8% -$486K 1.86% 12
2024
Q3 		$6.39M Buy
58,907
+5,237
+10% +$564K 2.09% 10
2024
Q2 		$5.74M Buy
53,670
+276
+0.5% +$29.4K 1.98% 10
2024
Q1 		$5.67M Buy
53,394
+721
+1% +$77.8K 2.08% 10
2023
Q4 		$5.69M Buy
52,673
+31,661
+151% +$3.31M 2.25% 9
2023
Q3 		$2.14M Sell
21,012
-1,310
-6% -$138K 0.96% 22
2023
Q2 		$2.38M Buy
22,322
+2,644
+13% +$283K 1.05% 20
2023
Q1 		$2.12M Buy
19,678
+6,859
+54% +$733K 1.02% 20
2022
Q4 		$1.37M Buy
12,819
+5,750
+81% +$599K 0.74% 23
2022
Q3 		$725K Buy
7,069
+1,990
+39% +$212K 0.43% 29
2022
Q2 		$542K Sell
5,079
-4,619
-48% -$493K 0.3% 33
2022
Q1 		$1.05M Buy
9,698
+6,567
+210% +$741K 0.53% 29
2021
Q4 		$364K Buy
+3,131
New +$364K 0.19% 45

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

LPWM LLC's MUB Position: Q2 2026 in Review

LPWM LLC reduced its iShares National Muni Bond ETF (MUB) stake by 0.89% in Q2 2026, selling an estimated $18.1K and leaving 18,758 shares worth $2.02M. The position accounts for 0.45% of the portfolio, ranked #31.

LPWM LLC first reported a position in MUB in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.39M in Q3 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • LPWM LLC held 18,758 shares of iShares National Muni Bond ETF worth $2.02M as of Q2 2026.
  • LPWM LLC sold 169 iShares National Muni Bond ETF shares in Q2 2026, an estimated $18.1K.
  • iShares National Muni Bond ETF made up 0.45% of LPWM LLC's portfolio in Q2 2026, its #31 holding.
  • LPWM LLC first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • LPWM LLC's iShares National Muni Bond ETF position peaked at $6.39M in Q3 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.