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One Charles Private Wealth Services’s iShares National Muni Bond ETF MUB Stock Holding History

One Charles Private Wealth Services’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 		$361K Buy
3,358
+773
+30% +$82.7K 0.08% 121
2026
Q1 		$274K Hold
2,585
– – 0.07% 135
2025
Q4 		$277K Buy
2,585
+35
+1% +$3.75K 0.07% 134
2025
Q3 		$272K Hold
2,550
– – 0.07% 132
2025
Q2 		$266K Sell
2,550
-209
-8% -$21.7K 0.07% 131
2025
Q1 		$291K Buy
2,759
+209
+8% +$22.2K 0.09% 111
2024
Q4 		$272K Buy
+2,550
New +$274K 0.09% 116
2024
Q1 		– Sell
-1,850
Closed -$201K – 150
2023
Q4 		$201K Buy
+1,850
New +$193K 0.11% 136
2021
Q1 		– Sell
-3,141
Closed -$368K – 35
2020
Q4 		$368K Buy
+3,141
New +$365K 3.49% 9

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

One Charles Private Wealth Services's MUB Position: Q2 2026 in Review

One Charles Private Wealth Services increased its iShares National Muni Bond ETF (MUB) stake by 30% in Q2 2026, buying an estimated $82.7K and bringing the position to 3,358 shares worth $361K. The position accounts for 0.08% of the portfolio, ranked #121.

One Charles Private Wealth Services first reported a position in MUB in Q4 2020 and has held it in 9 quarters since. The position peaked at $368K in Q4 2020. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • One Charles Private Wealth Services held 3,358 shares of iShares National Muni Bond ETF worth $361K as of Q2 2026.
  • One Charles Private Wealth Services bought 773 iShares National Muni Bond ETF shares in Q2 2026, an estimated $82.7K.
  • iShares National Muni Bond ETF made up 0.08% of One Charles Private Wealth Services's portfolio in Q2 2026, its #121 holding.
  • One Charles Private Wealth Services first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 9 quarters since.
  • One Charles Private Wealth Services's iShares National Muni Bond ETF position peaked at $368K in Q4 2020.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.