NVWM LLC’s iShares National Muni Bond ETF MUB Stock Holding History

NVWM LLC’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	$485K	Sell	4,505 -5	-0.1%	-$535	0.1%	173
2026 Q1	$479K	Sell	4,510 -58	-1%	-$6.24K	0.11%	176
2025 Q4	$489K	Sell	4,568 -23	-0.5%	-$2.46K	0.11%	174
2025 Q3	$489K	Buy	4,591 +100	+2%	+$10.5K	0.11%	183
2025 Q2	$469K	Sell	4,491 -46	-1%	-$4.78K	0.11%	183
2025 Q1	$478K	Buy	4,537 +759	+20%	+$80.7K	0.13%	175
2024 Q4	$403K	Buy	3,778 +35	+0.9%	+$3.76K	0.1%	181
2024 Q3	$407K	Buy	+3,743	New	+$403K	0.1%	184
2023 Q4	–	Sell	-25	Closed	-$2.56K	–	448
2023 Q3	$2.56K	Buy	+25	New	+$2.64K	﹤0.01%	371
2022 Q1	–	Sell	-1,069	Closed	-$124K	–	586
2021 Q4	$124K	Buy	+1,069	New	+$124K	0.04%	211
2021 Q1	–	Sell	-45	Closed	-$5K	–	434
2020 Q4	$5K	Hold	45	–	–	﹤0.01%	328
2020 Q3	$5K	Hold	45	–	–	﹤0.01%	303
2020 Q2	$5K	Buy	+45	New	+$5.11K	﹤0.01%	283

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

NVWM LLC's MUB Position: Q2 2026 in Review

NVWM LLC reduced its iShares National Muni Bond ETF (MUB) stake by 0.11% in Q2 2026, selling an estimated $535 and leaving 4,505 shares worth $485K. The position accounts for 0.1% of the portfolio, ranked #173.

NVWM LLC first reported a position in MUB in Q2 2020 and has held it in 13 quarters since. The position peaked at $489K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

NVWM LLC held 4,505 shares of iShares National Muni Bond ETF worth $485K as of Q2 2026.
NVWM LLC sold 5 iShares National Muni Bond ETF shares in Q2 2026, an estimated $535.
iShares National Muni Bond ETF made up 0.1% of NVWM LLC's portfolio in Q2 2026, its #173 holding.
NVWM LLC first reported a position in iShares National Muni Bond ETF in Q2 2020 and has held it in 13 quarters since.
NVWM LLC's iShares National Muni Bond ETF position peaked at $489K in Q4 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.