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

Pacific Excel 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	$443K	Buy	+4,113	New	+$440K	0.17%	112

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pacific Excel Wealth Advisors's MUB Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 4,113 shares worth $443K. The stake represents 0.17% of the portfolio and ranks #112 among its holdings.

1,645 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Pacific Excel Wealth Advisors held 4,113 shares of iShares National Muni Bond ETF worth $443K as of Q2 2026.
iShares National Muni Bond ETF was a new Pacific Excel Wealth Advisors position in Q2 2026.
iShares National Muni Bond ETF made up 0.17% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #112 holding.
1,645 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.