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

McNaughton 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 		$3.17M Buy
29,421
+1,437
+5% +$154K 1.12% 26
2026
Q1 		$2.97M Sell
27,984
-1,290
-4% -$139K 1.23% 27
2025
Q4 		$3.14M Sell
29,274
-305
-1% -$32.7K 1.29% 25
2025
Q3 		$3.15M Buy
29,579
+1,509
+5% +$158K 1.33% 26
2025
Q2 		$2.93M Buy
28,070
+7,283
+35% +$757K 1.31% 25
2025
Q1 		$2.19M Sell
20,787
-3,064
-13% -$326K 1.06% 28
2024
Q4 		$2.54M Buy
23,851
+3,519
+17% +$378K 1.22% 23
2024
Q3 		$2.21M Buy
20,332
+1,467
+8% +$158K 1.08% 24
2024
Q2 		$2.01M Buy
18,865
+344
+2% +$36.6K 1.07% 24
2024
Q1 		$1.99M Sell
18,521
-405
-2% -$43.7K 1.11% 23
2023
Q4 		$2.05M Sell
18,926
-2,947
-13% -$308K 1.22% 23
2023
Q3 		$2.24M Sell
21,873
-6,017
-22% -$635K 1.49% 22
2023
Q2 		$2.98M Sell
27,890
-3,002
-10% -$321K 1.91% 16
2023
Q1 		$3.33M Sell
30,892
-32
-0.1% -$3.42K 2.21% 14
2022
Q4 		$3.26M Sell
30,924
-2,070
-6% -$216K 2.23% 14
2022
Q3 		$3.38M Buy
32,994
+2,751
+9% +$292K 2.49% 13
2022
Q2 		$3.22M Buy
30,243
+15,968
+112% +$1.7M 2.27% 14
2022
Q1 		$1.56M Buy
14,275
+4,504
+46% +$508K 1.02% 26
2021
Q4 		$1.13M Buy
9,771
+2,316
+31% +$269K 0.73% 27
2021
Q3 		$866K Sell
7,455
-409
-5% -$47.9K 0.61% 26
2021
Q2 		$922K Hold
7,864
– – 0.65% 26
2021
Q1 		$913K Sell
7,864
-1,226
-13% -$143K 0.7% 26
2020
Q4 		$1.06M Hold
9,090
– – 0.85% 26
2020
Q3 		$1.05M Buy
9,090
+1,235
+16% +$143K 0.92% 27
2020
Q2 		$906K Sell
7,855
-82
-1% -$9.31K 0.84% 28
2020
Q1 		$897K Sell
7,937
-1,117
-12% -$128K 0.96% 25
2019
Q4 		$1.03M Buy
+9,054
New +$1.03M 0.96% 28

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
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
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

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

McNaughton Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 5.1% in Q2 2026, buying an estimated $154K and bringing the position to 29,421 shares worth $3.17M. The position accounts for 1.12% of the portfolio, ranked #26.

McNaughton Wealth Management first reported a position in MUB in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.38M in Q3 2022. 484 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • McNaughton Wealth Management held 29,421 shares of iShares National Muni Bond ETF worth $3.17M as of Q2 2026.
  • McNaughton Wealth Management bought 1,437 iShares National Muni Bond ETF shares in Q2 2026, an estimated $154K.
  • iShares National Muni Bond ETF made up 1.12% of McNaughton Wealth Management's portfolio in Q2 2026, its #26 holding.
  • McNaughton Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • McNaughton Wealth Management's iShares National Muni Bond ETF position peaked at $3.38M in Q3 2022.
  • 484 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.