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

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

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. 1,641 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.
1,641 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.