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

Opal 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	$249K	Buy	2,312 +395	+21%	+$42.2K	0.05%	187
2026 Q1	$203K	Sell	1,917 -810	-30%	-$87.1K	0.05%	205
2025 Q4	$292K	Buy	+2,727	New	+$292K	0.08%	163
2025 Q2	–	Sell	-620	Closed	-$65.4K	–	584
2025 Q1	$65.4K	Buy	+620	New	+$65.9K	0.02%	321
2024 Q3	–	Sell	-7,368	Closed	-$785K	–	829
2024 Q2	$785K	Sell	7,368 -52,791	-88%	-$5.62M	0.25%	50
2024 Q1	$6.47M	Sell	60,159 -10,637	-15%	-$1.15M	2.2%	11
2023 Q4	$7.67M	Buy	+70,796	New	+$7.4M	3.02%	8
2023 Q1	–	Sell	-4,139	Closed	-$437K	–	134
2022 Q4	$437K	Buy	+4,139	New	+$431K	0.24%	59
2022 Q1	–	Sell	-9,214	Closed	-$1.07M	–	123
2021 Q4	$1.07M	Buy	+9,214	New	+$1.07M	0.68%	28

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

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

Opal Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 21% in Q2 2026, buying an estimated $42.2K and bringing the position to 2,312 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #187.

Opal Wealth Advisors first reported a position in MUB in Q4 2021 and has held it in 9 quarters since. The position peaked at $7.67M in Q4 2023. 858 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Opal Wealth Advisors held 2,312 shares of iShares National Muni Bond ETF worth $249K as of Q2 2026.
Opal Wealth Advisors bought 395 iShares National Muni Bond ETF shares in Q2 2026, an estimated $42.2K.
iShares National Muni Bond ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q2 2026, its #187 holding.
Opal Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 9 quarters since.
Opal Wealth Advisors's iShares National Muni Bond ETF position peaked at $7.67M in Q4 2023.
858 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.