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Moller Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Moller Wealth Partners’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 		$7.48M Sell
69,518
-1,738
-2% -$186K 1.35% 22
2026
Q1 		$7.56M Hold
71,256
– – 1.49% 20
2025
Q4 		$7.63M Sell
71,256
-3,089
-4% -$331K 1.6% 20
2025
Q3 		$7.92M Buy
74,345
+2,646
+4% +$277K 1.65% 19
2025
Q2 		$7.49M Buy
71,699
+4,135
+6% +$430K 1.65% 20
2025
Q1 		$7.12M Sell
67,564
-1,100
-2% -$117K 1.76% 20
2024
Q4 		$7.32M Hold
68,664
– – 1.92% 18
2024
Q3 		$7.46M Hold
68,664
– – 1.86% 20
2024
Q2 		$7.32M Hold
68,664
– – 1.95% 19
2024
Q1 		$7.39M Buy
68,664
+2,300
+3% +$248K 2% 19
2023
Q4 		$7.19M Sell
66,364
-7,757
-10% -$811K 2.03% 19
2023
Q3 		$7.6M Sell
74,121
-898
-1% -$94.7K 2.42% 17
2023
Q2 		$8.01M Sell
75,019
-2,283
-3% -$244K 2.45% 17
2023
Q1 		$8.33M Sell
77,302
-2,286
-3% -$244K 2.57% 15
2022
Q4 		$8.4M Buy
79,588
+65,852
+479% +$6.86M 2.7% 15
2022
Q3 		$1.41M Sell
13,736
-21,261
-61% -$2.26M 0.51% 27
2022
Q2 		$3.72M Sell
34,997
-102,944
-75% -$11M 1.26% 23
2022
Q1 		$15.1M Buy
+137,941
New +$15.6M 4.7% 8
2020
Q3 		– Sell
-1,925
Closed -$222K – 48
2020
Q2 		$222K Sell
1,925
-175
-8% -$19.9K 0.1% 46
2020
Q1 		$237K Buy
+2,100
New +$240K 0.12% 42

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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Envestnet Portfolio Solutions
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Moller Wealth Partners's MUB Position: Q2 2026 in Review

Moller Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 2.4% in Q2 2026, selling an estimated $186K and leaving 69,518 shares worth $7.48M. The position accounts for 1.35% of the portfolio, ranked #22.

Moller Wealth Partners first reported a position in MUB in Q1 2020 and has held it in 20 quarters since. The position peaked at $15.1M in Q1 2022. 713 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Moller Wealth Partners held 69,518 shares of iShares National Muni Bond ETF worth $7.48M as of Q2 2026.
  • Moller Wealth Partners sold 1,738 iShares National Muni Bond ETF shares in Q2 2026, an estimated $186K.
  • iShares National Muni Bond ETF made up 1.35% of Moller Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Moller Wealth Partners first reported a position in iShares National Muni Bond ETF in Q1 2020 and has held it in 20 quarters since.
  • Moller Wealth Partners's iShares National Muni Bond ETF position peaked at $15.1M in Q1 2022.
  • 713 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.