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

Merkkuri 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	$352K	Sell	3,273 -425	-11%	-$45.5K	0.22%	66
2026 Q1	$393K	Buy	3,698 +462	+14%	+$49.7K	0.26%	63
2025 Q4	$347K	Buy	3,236 +572	+21%	+$61.2K	0.24%	66
2025 Q3	$284K	Sell	2,664 -769	-22%	-$80.5K	0.21%	73
2025 Q2	$359K	Sell	3,433 -2,503	-42%	-$260K	0.27%	63
2025 Q1	$626K	Sell	5,936 -540	-8%	-$57.4K	0.54%	44
2024 Q4	$690K	Buy	6,476 +509	+9%	+$54.7K	0.55%	44
2024 Q3	$648K	Buy	5,967 +167	+3%	+$18K	0.51%	46
2024 Q2	$618K	Buy	+5,800	New	+$618K	0.57%	43

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

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

Merkkuri Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 11% in Q2 2026, selling an estimated $45.5K and leaving 3,273 shares worth $352K. The position accounts for 0.22% of the portfolio, ranked #66.

Merkkuri Wealth Advisors first reported a position in MUB in Q2 2024 and has held it in 9 quarters since. The position peaked at $690K in Q4 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Merkkuri Wealth Advisors held 3,273 shares of iShares National Muni Bond ETF worth $352K as of Q2 2026.
Merkkuri Wealth Advisors sold 425 iShares National Muni Bond ETF shares in Q2 2026, an estimated $45.5K.
iShares National Muni Bond ETF made up 0.22% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Merkkuri Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's iShares National Muni Bond ETF position peaked at $690K in Q4 2024.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.