Measured Wealth Private Client Group’s iShares National Muni Bond ETF MUB Stock Holding History

Measured Wealth Private Client Group’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	$18.2K	Sell	169 -1,546	-90%	-$165K	﹤0.01%	503
2026 Q1	$182K	Hold	1,715	–	–	0.05%	190
2025 Q4	$184K	Buy	1,715 +1,546	+915%	+$166K	0.05%	197
2025 Q3	$18K	Buy	+169	New	+$17.7K	﹤0.01%	487
2022 Q1	–	Sell	-2,060	Closed	-$240K	–	188
2021 Q4	$240K	Hold	2,060	–	–	0.08%	144
2021 Q3	$239K	Sell	2,060 -1,398	-40%	-$164K	0.09%	142
2021 Q2	$405K	Sell	3,458 -181	-5%	-$21.2K	0.13%	101
2021 Q1	$422K	Hold	3,639	–	–	0.15%	76
2020 Q4	$426K	Hold	3,639	–	–	0.18%	65
2020 Q3	$422K	Buy	3,639 +230	+7%	+$26.7K	0.2%	68
2020 Q2	$393K	Buy	+3,409	New	+$387K	0.23%	57
2018 Q4	–	Sell	-200	Closed	-$22K	–	474
2018 Q3	$22K	Buy	+200	New	+$21.7K	0.01%	510

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

Measured Wealth Private Client Group's MUB Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its iShares National Muni Bond ETF (MUB) stake by 90% in Q2 2026, selling an estimated $165K and leaving 169 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Measured Wealth Private Client Group first reported a position in MUB in Q3 2018 and has held it in 12 quarters since. The position peaked at $426K in Q4 2020. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Measured Wealth Private Client Group held 169 shares of iShares National Muni Bond ETF worth $18.2K as of Q2 2026.
Measured Wealth Private Client Group sold 1,546 iShares National Muni Bond ETF shares in Q2 2026, an estimated $165K.
iShares National Muni Bond ETF made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #503 holding.
Measured Wealth Private Client Group first reported a position in iShares National Muni Bond ETF in Q3 2018 and has held it in 12 quarters since.
Measured Wealth Private Client Group's iShares National Muni Bond ETF position peaked at $426K in Q4 2020.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.