Opal Wealth Advisors
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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
Q3 		– Sell
-2,312
Closed -$249K – 244
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Opal Wealth Advisors's MUB Position: Q3 2026 in Review

Opal Wealth Advisors sold out of iShares National Muni Bond ETF (MUB) in Q3 2026, closing a stake of 2,312 shares — an estimated $249K sold.

Opal Wealth Advisors first reported a position in MUB in Q4 2021 and held it in 9 quarters. The position peaked at $7.67M in Q4 2023. 1,479 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Opal Wealth Advisors reported no remaining iShares National Muni Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 2,312 iShares National Muni Bond ETF shares in Q3 2026, an estimated $249K.
  • Opal Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q4 2021 and held it in 9 quarters.
  • Opal Wealth Advisors's iShares National Muni Bond ETF position peaked at $7.67M in Q4 2023.
  • 1,479 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.