NLP
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Next Level Private’s iShares National Muni Bond ETF MUB Stock Holding History

Next Level Private’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 		$331K Sell
3,077
-2,724
-47% -$291K 0.06% 137
2026
Q1 		$616K Buy
5,801
+2,764
+91% +$297K 0.14% 99
2025
Q4 		$325K Buy
3,037
+24
+0.8% +$2.57K 0.09% 129
2025
Q3 		$321K Buy
3,013
+33
+1% +$3.45K 0.09% 120
2025
Q2 		$311K Sell
2,980
-178
-6% -$18.5K 0.1% 117
2025
Q1 		$333K Buy
3,158
+209
+7% +$22.2K 0.12% 110
2024
Q4 		$314K Hold
2,949
– – 0.13% 107
2024
Q3 		$320K Hold
2,949
– – 0.13% 105
2024
Q2 		$314K Buy
+2,949
New +$314K 0.14% 99
2022
Q3 		– Sell
-3,480
Closed -$370K – 137
2022
Q2 		$370K Buy
+3,480
New +$371K 0.14% 106

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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Next Level Private's MUB Position: Q2 2026 in Review

Next Level Private reduced its iShares National Muni Bond ETF (MUB) stake by 47% in Q2 2026, selling an estimated $291K and leaving 3,077 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #137.

Next Level Private first reported a position in MUB in Q2 2022 and has held it in 10 quarters since. The position peaked at $616K in Q1 2026. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Next Level Private held 3,077 shares of iShares National Muni Bond ETF worth $331K as of Q2 2026.
  • Next Level Private sold 2,724 iShares National Muni Bond ETF shares in Q2 2026, an estimated $291K.
  • iShares National Muni Bond ETF made up 0.06% of Next Level Private's portfolio in Q2 2026, its #137 holding.
  • Next Level Private first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 10 quarters since.
  • Next Level Private's iShares National Muni Bond ETF position peaked at $616K in Q1 2026.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.