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

Marion 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 		$277K Hold
2,577
– – 0.06% 131
2026
Q1 		$274K Buy
2,577
+377
+17% +$40.5K 0.06% 118
2025
Q4 		$237K Buy
2,200
+264
+14% +$28.3K 0.05% 131
2025
Q3 		$206K Buy
+1,936
New +$203K 0.05% 131

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
Wealth Enhancement Advisory Services
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
FG
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Marion Wealth Management held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,577 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #131.

Marion Wealth Management first reported a position in MUB in Q3 2025 and has held it in 4 quarters since. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Marion Wealth Management held 2,577 shares of iShares National Muni Bond ETF worth $277K as of Q2 2026.
  • Marion Wealth Management left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.06% of Marion Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Marion Wealth Management first reported a position in iShares National Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.