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

Maridea 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	$2.08M	Sell	19,319 -110	-0.6%	-$11.8K	0.23%	110
2026 Q1	$2.06M	Sell	19,429 -803	-4%	-$86.3K	0.3%	86
2025 Q4	$2.17M	Buy	20,232 +375	+2%	+$40.1K	0.33%	80
2025 Q3	$2.13M	Buy	19,857 +1,513	+8%	+$158K	0.33%	73
2025 Q2	$1.92M	Sell	18,344 -1,544	-8%	-$161K	0.5%	45
2025 Q1	$2.1M	Sell	19,888 -1,236	-6%	-$131K	0.68%	30
2024 Q4	$2.25M	Buy	+21,124	New	+$2.27M	0.72%	26

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

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

Maridea Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 0.57% in Q2 2026, selling an estimated $11.8K and leaving 19,319 shares worth $2.08M. The position accounts for 0.23% of the portfolio, ranked #110.

Maridea Wealth Management first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q4 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Maridea Wealth Management held 19,319 shares of iShares National Muni Bond ETF worth $2.08M as of Q2 2026.
Maridea Wealth Management sold 110 iShares National Muni Bond ETF shares in Q2 2026, an estimated $11.8K.
iShares National Muni Bond ETF made up 0.23% of Maridea Wealth Management's portfolio in Q2 2026, its #110 holding.
Maridea Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's iShares National Muni Bond ETF position peaked at $2.25M in Q4 2024.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.