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Onyx Bridge Wealth Group’s iShares National Muni Bond ETF MUB Stock Holding History

Onyx Bridge Wealth Group’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 		$316K Sell
2,939
-463
-14% -$49.5K 0.03% 301
2026
Q1 		$361K Sell
3,402
-230
-6% -$24.7K 0.04% 263
2025
Q4 		$389K Buy
+3,632
New +$389K 0.04% 249

Other funds holding MUB

Commonwealth Equity Services
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
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Truist Financial
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Onyx Bridge Wealth Group's MUB Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its iShares National Muni Bond ETF (MUB) stake by 14% in Q2 2026, selling an estimated $49.5K and leaving 2,939 shares worth $316K. The position accounts for 0.03% of the portfolio, ranked #301.

Onyx Bridge Wealth Group first reported a position in MUB in Q4 2025 and has held it in 3 quarters since. The position peaked at $389K in Q4 2025. 764 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Onyx Bridge Wealth Group held 2,939 shares of iShares National Muni Bond ETF worth $316K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 463 iShares National Muni Bond ETF shares in Q2 2026, an estimated $49.5K.
  • iShares National Muni Bond ETF made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #301 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares National Muni Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Onyx Bridge Wealth Group's iShares National Muni Bond ETF position peaked at $389K in Q4 2025.
  • 764 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.