Medallion Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Medallion Wealth Advisors’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	$1.94K	Sell	18 -40	-69%	-$4.28K	﹤0.01%	978
2026 Q1	$6.16K	Buy	58 +41	+241%	+$4.41K	﹤0.01%	838
2025 Q4	$1.82K	Hold	17	–	–	﹤0.01%	1002
2025 Q3	$1.81K	Hold	17	–	–	﹤0.01%	995
2025 Q2	$1.77K	Hold	17	–	–	﹤0.01%	970
2025 Q1	$1.79K	Buy	17 +3	+21%	+$319	﹤0.01%	931
2024 Q4	$1.49K	Buy	+14	New	+$1.5K	﹤0.01%	895

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

Medallion Wealth Advisors's MUB Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 69% in Q2 2026, selling an estimated $4.28K and leaving 18 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Medallion Wealth Advisors first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.16K in Q1 2026. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Medallion Wealth Advisors held 18 shares of iShares National Muni Bond ETF worth $1.94K as of Q2 2026.
Medallion Wealth Advisors sold 40 iShares National Muni Bond ETF shares in Q2 2026, an estimated $4.28K.
iShares National Muni Bond ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #978 holding.
Medallion Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares National Muni Bond ETF position peaked at $6.16K in Q1 2026.
1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.