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

MN 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	$271K	Buy	+2,514	New	+$269K	0.12%	111

Other funds holding MUB

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

MN Wealth Advisors opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 2,514 shares worth $271K. The stake represents 0.12% of the portfolio and ranks #111 among its holdings.

589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

MN Wealth Advisors held 2,514 shares of iShares National Muni Bond ETF worth $271K as of Q2 2026.
iShares National Muni Bond ETF was a new MN Wealth Advisors position in Q2 2026.
iShares National Muni Bond ETF made up 0.12% of MN Wealth Advisors's portfolio in Q2 2026, its #111 holding.
589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on MN Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.