MY Wealth Management’s iShares National Muni Bond ETF MUB Stock Holding History

MY Wealth Management’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	$2.25M	Buy	+20,945	New	+$2.24M	1.59%	21
2026 Q1	–	Sell	-17,182	Closed	-$1.84M	–	32
2025 Q4	$1.84M	Sell	17,182 -3,479	-17%	-$372K	1.6%	19
2025 Q3	$2.2M	Sell	20,661 -9	-0%	-$942	1.93%	17
2025 Q2	$2.16M	Buy	+20,670	New	+$2.15M	2.07%	16

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

MY Wealth Management's MUB Position: Q2 2026 in Review

MY Wealth Management opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 20,945 shares worth $2.25M. The stake represents 1.59% of the portfolio and ranks #21 among its holdings. This is a return to the name: MY Wealth Management previously reported a position in MUB as recently as Q4 2025.

MY Wealth Management first reported a position in MUB in Q2 2025 and has held it in 4 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

MY Wealth Management held 20,945 shares of iShares National Muni Bond ETF worth $2.25M as of Q2 2026.
iShares National Muni Bond ETF was a new MY Wealth Management position in Q2 2026.
iShares National Muni Bond ETF made up 1.59% of MY Wealth Management's portfolio in Q2 2026, its #21 holding.
MY Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 4 quarters since.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.