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Omni 360 Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Omni 360 Wealth’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 		$418K Buy
3,881
+1,113
+40% +$119K 0.19% 92
2026
Q1 		$294K Buy
2,768
+51
+2% +$5.48K 0.15% 110
2025
Q4 		$293K Buy
2,717
+367
+16% +$39.3K 0.15% 107
2025
Q3 		$250K Buy
2,350
+218
+10% +$22.8K 0.14% 110
2025
Q2 		$223K Sell
2,132
-270
-11% -$28.1K 0.14% 106
2025
Q1 		$253K Buy
2,402
+245
+11% +$26.1K 0.17% 98
2024
Q4 		$230K Sell
2,157
-74
-3% -$7.95K 0.15% 104
2024
Q3 		$242K Buy
2,231
+204
+10% +$22K 0.17% 104
2024
Q2 		$216K Buy
2,027
+119
+6% +$12.7K 0.16% 104
2024
Q1 		$205K Sell
1,908
-220
-10% -$23.7K 0.17% 103
2023
Q4 		$231K Buy
+2,128
New +$222K 0.22% 90

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Omni 360 Wealth's MUB Position: Q2 2026 in Review

Omni 360 Wealth increased its iShares National Muni Bond ETF (MUB) stake by 40% in Q2 2026, buying an estimated $119K and bringing the position to 3,881 shares worth $418K. The position accounts for 0.19% of the portfolio, ranked #92.

Omni 360 Wealth first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Omni 360 Wealth held 3,881 shares of iShares National Muni Bond ETF worth $418K as of Q2 2026.
  • Omni 360 Wealth bought 1,113 iShares National Muni Bond ETF shares in Q2 2026, an estimated $119K.
  • iShares National Muni Bond ETF made up 0.19% of Omni 360 Wealth's portfolio in Q2 2026, its #92 holding.
  • Omni 360 Wealth first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.