MKD Wealth Coaches’s iShares National Muni Bond ETF MUB Stock Holding History

MKD Wealth Coaches’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	$2.39M	Buy	22,233 +425	+2%	+$45.5K	2.04%	6
2026 Q1	$2.31M	Buy	21,808 +367	+2%	+$39.5K	2.28%	6
2025 Q4	$2.3M	Buy	21,441 +142	+0.7%	+$15.2K	2.3%	6
2025 Q3	$2.27M	Buy	21,299 +212	+1%	+$22.2K	2.26%	6
2025 Q2	$2.2M	Sell	21,087 -250	-1%	-$26K	2.32%	6
2025 Q1	$2.25M	Sell	21,337 -13,054	-38%	-$1.39M	2.55%	7
2024 Q4	$3.66M	Buy	+34,391	New	+$3.69M	3.71%	4
2021 Q4	$865K	Buy	7,437 +104	+1%	+$12.1K	1.18%	10
2021 Q3	$852K	Sell	7,333 -9	-0.1%	-$1.05K	1.34%	9
2021 Q2	$860K	Sell	7,342 -291	-4%	-$34K	1.37%	9
2021 Q1	$886K	Buy	7,633 +1,406	+23%	+$164K	1.51%	8
2020 Q4	$730K	Buy	6,227 +1,038	+20%	+$121K	1.17%	12
2020 Q3	$602K	Buy	+5,189	New	+$603K	0.86%	16
2019 Q3	–	Sell	-870	Closed	-$98K	–	148
2019 Q2	$98K	Hold	870	–	–	0.09%	65
2019 Q1	$97K	Buy	+870	New	+$95.4K	0.1%	65

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 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 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

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

MKD Wealth Coaches's MUB Position: Q2 2026 in Review

MKD Wealth Coaches increased its iShares National Muni Bond ETF (MUB) stake by 1.9% in Q2 2026, buying an estimated $45.5K and bringing the position to 22,233 shares worth $2.39M. The position accounts for 2.04% of the portfolio, ranked #6.

MKD Wealth Coaches first reported a position in MUB in Q1 2019 and has held it in 15 quarters since. The position peaked at $3.66M in Q4 2024. 480 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

MKD Wealth Coaches held 22,233 shares of iShares National Muni Bond ETF worth $2.39M as of Q2 2026.
MKD Wealth Coaches bought 425 iShares National Muni Bond ETF shares in Q2 2026, an estimated $45.5K.
iShares National Muni Bond ETF made up 2.04% of MKD Wealth Coaches's portfolio in Q2 2026, its #6 holding.
MKD Wealth Coaches first reported a position in iShares National Muni Bond ETF in Q1 2019 and has held it in 15 quarters since.
MKD Wealth Coaches's iShares National Muni Bond ETF position peaked at $3.66M in Q4 2024.
480 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on MKD Wealth Coaches's 13F filing for Q2 2026, filed 14 Jul 2026.