One Wealth Capital Management’s iShares National Muni Bond ETF MUB Stock Holding History

One Wealth Capital Management’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	$14.6M	Buy	135,376 +65,871	+95%	+$7.04M	4.1%	3
2026 Q1	$7.46M	Sell	69,505 -4,234	-6%	-$455K	3.26%	9
2025 Q4	$7.9M	Buy	73,739 +2,669	+4%	+$286K	3.36%	8
2025 Q3	$7.57M	Sell	71,070 -4,844	-6%	-$507K	3.4%	6
2025 Q2	$7.93M	Buy	75,914 +325	+0.4%	+$33.8K	3.72%	4
2025 Q1	$7.97M	Sell	75,589 -2,157	-3%	-$229K	4.28%	4
2024 Q4	$8.28M	Buy	+77,746	New	+$8.35M	4.2%	4

Other funds holding MUB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

One Wealth Capital Management's MUB Position: Q2 2026 in Review

One Wealth Capital Management increased its iShares National Muni Bond ETF (MUB) stake by 95% in Q2 2026, buying an estimated $7.04M and bringing the position to 135,376 shares worth $14.6M. The position accounts for 4.1% of the portfolio, ranked #3.

One Wealth Capital Management first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

One Wealth Capital Management held 135,376 shares of iShares National Muni Bond ETF worth $14.6M as of Q2 2026.
One Wealth Capital Management bought 65,871 iShares National Muni Bond ETF shares in Q2 2026, an estimated $7.04M.
iShares National Muni Bond ETF made up 4.1% of One Wealth Capital Management's portfolio in Q2 2026, its #3 holding.
One Wealth Capital Management first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.