Net Worth Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

Net Worth Advisory Group’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	$565K	Sell	5,248 -1,729	-25%	-$185K	0.14%	166
2026 Q1	$741K	Sell	6,977 -212	-3%	-$22.8K	0.15%	142
2025 Q4	$770K	Buy	7,189 +4,119	+134%	+$441K	0.16%	140
2025 Q3	$327K	Sell	3,070 -2,378	-44%	-$249K	0.09%	252
2025 Q2	$569K	Buy	5,448 +2,139	+65%	+$222K	0.13%	176
2025 Q1	$349K	Buy	3,309 +7	+0.2%	+$744	0.11%	214
2024 Q4	$352K	Buy	3,302 +483	+17%	+$51.9K	0.11%	219
2024 Q3	$306K	Buy	+2,819	New	+$304K	0.09%	268

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

Net Worth Advisory Group's MUB Position: Q2 2026 in Review

Net Worth Advisory Group reduced its iShares National Muni Bond ETF (MUB) stake by 25% in Q2 2026, selling an estimated $185K and leaving 5,248 shares worth $565K. The position accounts for 0.14% of the portfolio, ranked #166.

Net Worth Advisory Group first reported a position in MUB in Q3 2024 and has held it in 8 quarters since. The position peaked at $770K in Q4 2025. 370 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Net Worth Advisory Group held 5,248 shares of iShares National Muni Bond ETF worth $565K as of Q2 2026.
Net Worth Advisory Group sold 1,729 iShares National Muni Bond ETF shares in Q2 2026, an estimated $185K.
iShares National Muni Bond ETF made up 0.14% of Net Worth Advisory Group's portfolio in Q2 2026, its #166 holding.
Net Worth Advisory Group first reported a position in iShares National Muni Bond ETF in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's iShares National Muni Bond ETF position peaked at $770K in Q4 2025.
370 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.