Oak Wealth Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Oak Wealth Advisors’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	$1.09M	Sell	10,085 -943	-9%	-$101K	0.52%	28
2026 Q1	$1.17M	Sell	11,028 -207	-2%	-$22.3K	0.64%	23
2025 Q4	$1.2M	Sell	11,235 -1,233	-10%	-$132K	0.69%	20
2025 Q3	$1.33M	Sell	12,468 -1,843	-13%	-$193K	0.77%	18
2025 Q2	$1.5M	Sell	14,311 -3,095	-18%	-$322K	0.96%	14
2025 Q1	$1.84M	Sell	17,406 -6,945	-29%	-$739K	1.36%	14
2024 Q4	$2.59M	Buy	+24,351	New	+$2.62M	2%	12

Other funds holding MUB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oak Wealth Advisors's MUB Position: Q2 2026 in Review

Oak Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 8.6% in Q2 2026, selling an estimated $101K and leaving 10,085 shares worth $1.09M. The position accounts for 0.52% of the portfolio, ranked #28.

Oak Wealth Advisors first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.59M in Q4 2024. 764 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Oak Wealth Advisors held 10,085 shares of iShares National Muni Bond ETF worth $1.09M as of Q2 2026.
Oak Wealth Advisors sold 943 iShares National Muni Bond ETF shares in Q2 2026, an estimated $101K.
iShares National Muni Bond ETF made up 0.52% of Oak Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Oak Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Oak Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.59M in Q4 2024.
764 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.