OWM
MUB icon

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

Orgel Wealth 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 		$291M Buy
2,708,345
+31,252
+1% +$3.34M 5.53% 6
2026
Q1 		$284M Buy
2,677,093
+61,174
+2% +$6.58M 6.12% 6
2025
Q4 		$280M Buy
2,615,919
+46,681
+2% +$5M 6.18% 5
2025
Q3 		$274M Buy
2,569,238
+23,983
+0.9% +$2.51M 6.24% 5
2025
Q2 		$266M Sell
2,545,255
-845,600
-25% -$87.9M 6.41% 5
2025
Q1 		$358M Buy
3,390,855
+24,226
+0.7% +$2.58M 9.29% 2
2024
Q4 		$359M Sell
3,366,629
-306,126
-8% -$32.9M 9.36% 2
2024
Q3 		$399M Buy
3,672,755
+80,251
+2% +$8.65M 9.99% 2
2024
Q2 		$383M Sell
3,592,504
-175,843
-5% -$18.7M 10.33% 2
2024
Q1 		$405M Sell
3,768,347
-59,088
-2% -$6.38M 11.12% 1
2023
Q4 		$415M Buy
3,827,435
+3,546,457
+1,262% +$371M 12.27% 1
2023
Q3 		$28.8M Sell
280,978
-28,803
-9% -$3.04M 0.97% 19
2023
Q2 		$33.1M Buy
309,781
+3,154
+1% +$337K 1.09% 19
2023
Q1 		$33M Sell
306,627
-21,836
-7% -$2.33M 1.18% 19
2022
Q4 		$34.7M Buy
328,463
+276,200
+528% +$28.8M 1.33% 19
2022
Q3 		$5.36M Buy
52,263
+46,896
+874% +$4.99M 0.26% 29
2022
Q2 		$571K Sell
5,367
-518,462
-99% -$55.3M 0.03% 38
2022
Q1 		$57.4M Sell
523,829
-17,546
-3% -$1.98M 3.94% 7
2021
Q4 		$63M Sell
541,375
-8,443
-2% -$980K 6.08% 5
2021
Q3 		$63.9M Sell
549,818
-4,827
-0.9% -$566K 7.26% 4
2021
Q2 		$65M Sell
554,645
-15,390
-3% -$1.8M 8.15% 4
2021
Q1 		$66.2M Sell
570,035
-76,774
-12% -$8.95M 9.37% 4
2020
Q4 		$75.8M Sell
646,809
-84,954
-12% -$9.87M 15.55% 2
2020
Q3 		$84.8M Sell
731,763
-145,606
-17% -$16.9M 23.67% 2
2020
Q2 		$101M Sell
877,369
-137,482
-14% -$15.6M 38.16% 1
2020
Q1 		$115M Sell
1,014,851
-237,040
-19% -$27.1M 45.47% 1
2019
Q4 		$143M Sell
1,251,891
-22,716
-2% -$2.59M 39.17% 1
2019
Q3 		$145M Sell
1,274,607
-13,396
-1% -$1.53M 54.62% 1
2019
Q2 		$146M Sell
1,288,003
-22,388
-2% -$2.51M 56.82% 1
2019
Q1 		$146M Sell
1,310,391
-60,516
-4% -$6.64M 49.19% 1
2018
Q4 		$149M Buy
+1,370,907
New +$148M 45.14% 1
2018
Q3 		– Sell
-7,372
Closed -$804K – 40
2018
Q2 		$804K Sell
7,372
-2,415
-25% -$262K 0.2% 16
2018
Q1 		$1.07M Sell
9,787
-14,578
-60% -$1.59M 0.26% 16
2017
Q4 		$2.7M Buy
+24,365
New +$2.7M 0.65% 6
2017
Q1 		– Sell
-5,121
Closed -$554K – 31
2016
Q4 		$554K Buy
+5,121
New +$561K 0.36% 7

Other funds holding MUB

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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
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

Orgel Wealth Management's MUB Position: Q2 2026 in Review

Orgel Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 1.2% in Q2 2026, buying an estimated $3.34M and bringing the position to 2,708,345 shares worth $291M. The position accounts for 5.53% of the portfolio, ranked #6.

Orgel Wealth Management first reported a position in MUB in Q4 2016 and has held it in 35 quarters since. The position peaked at $415M in Q4 2023. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Orgel Wealth Management held 2,708,345 shares of iShares National Muni Bond ETF worth $291M as of Q2 2026.
  • Orgel Wealth Management bought 31,252 iShares National Muni Bond ETF shares in Q2 2026, an estimated $3.34M.
  • iShares National Muni Bond ETF made up 5.53% of Orgel Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Orgel Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 35 quarters since.
  • Orgel Wealth Management's iShares National Muni Bond ETF position peaked at $415M in Q4 2023.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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