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MBM Wealth Consultants’s iShares National Muni Bond ETF MUB Stock Holding History

MBM Wealth Consultants’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 		– Sell
-244
Closed -$25.9K – 276
2026
Q1 		$25.9K Buy
+244
New +$26.2K 0.01% 191
2023
Q2 		– Sell
-808
Closed -$74K – 215
2023
Q1 		$74K Hold
808
– – 0.03% 141
2022
Q4 		$86K Buy
+808
New +$84.2K 0.04% 138
2022
Q3 		– Sell
-235
Closed -$25K – 276
2022
Q2 		$25K Sell
235
-47,232
-100% -$5.04M 0.01% 192
2022
Q1 		$5.2M Sell
47,467
-877
-2% -$99K 2.16% 14
2021
Q4 		$5.62M Buy
48,344
+12,500
+35% +$1.45M 2.33% 15
2021
Q3 		$4.16M Buy
35,844
+1,511
+4% +$177K 1.9% 16
2021
Q2 		$4.02M Buy
34,333
+1,933
+6% +$226K 1.89% 16
2021
Q1 		$3.76M Buy
32,400
+3,630
+13% +$423K 1.91% 15
2020
Q4 		$3.37M Buy
28,770
+2,680
+10% +$311K 1.84% 18
2020
Q3 		$3.02M Buy
26,090
+728
+3% +$84.6K 1.93% 14
2020
Q2 		$2.93M Buy
25,362
+155
+0.6% +$17.6K 2.06% 14
2020
Q1 		$2.85M Buy
25,207
+3,689
+17% +$421K 2.36% 14
2019
Q4 		$2.45M Buy
21,518
+651
+3% +$74.2K 1.82% 14
2019
Q3 		$2.38M Buy
20,867
+644
+3% +$73.5K 1.87% 14
2019
Q2 		$2.29M Sell
20,223
-167
-0.8% -$18.7K 1.9% 13
2019
Q1 		$2.27M Buy
20,390
+1,181
+6% +$130K 1.99% 13
2018
Q4 		$2.1M Buy
+19,209
New +$2.07M 2.04% 13

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

MBM Wealth Consultants's MUB Position: Q2 2026 in Review

MBM Wealth Consultants sold out of iShares National Muni Bond ETF (MUB) in Q2 2026, closing a stake of 244 shares — an estimated $25.9K sold.

MBM Wealth Consultants first reported a position in MUB in Q4 2018 and held it in 18 quarters. The position peaked at $5.62M in Q4 2021. 1,636 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • MBM Wealth Consultants reported no remaining iShares National Muni Bond ETF position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 244 iShares National Muni Bond ETF shares in Q2 2026, an estimated $25.9K.
  • MBM Wealth Consultants first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 18 quarters.
  • MBM Wealth Consultants's iShares National Muni Bond ETF position peaked at $5.62M in Q4 2021.
  • 1,636 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.