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

Palumbo 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	$218K	Sell	2,023 -1,376	-40%	-$147K	0.05%	220
2026 Q1	$361K	Buy	3,399 +12	+0.4%	+$1.29K	0.09%	153
2025 Q4	$363K	Buy	+3,387	New	+$363K	0.09%	155
2025 Q3	–	Sell	-3,345	Closed	-$350K	–	211
2025 Q2	$350K	Sell	3,345 -1,011	-23%	-$105K	0.11%	132
2025 Q1	$459K	Buy	4,356 +201	+5%	+$21.4K	0.15%	100
2024 Q4	$443K	Sell	4,155 -90	-2%	-$9.67K	0.17%	94
2024 Q3	$461K	Buy	4,245 +319	+8%	+$34.4K	0.18%	90
2024 Q2	$418K	Sell	3,926 -209	-5%	-$22.3K	0.18%	89
2024 Q1	$445K	Buy	4,135 +1,593	+63%	+$172K	0.2%	84
2023 Q4	$276K	Buy	2,542 +8	+0.3%	+$836	0.14%	103
2023 Q3	$260K	Buy	2,534 +5	+0.2%	+$527	0.14%	97
2023 Q2	$270K	Buy	2,529 +6	+0.2%	+$641	0.17%	88
2023 Q1	$272K	Buy	+2,523	New	+$270K	0.18%	76

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 22.96% 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

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

Palumbo Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 40% in Q2 2026, selling an estimated $147K and leaving 2,023 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #220.

Palumbo Wealth Management first reported a position in MUB in Q1 2023 and has held it in 13 quarters since. The position peaked at $461K in Q3 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Palumbo Wealth Management held 2,023 shares of iShares National Muni Bond ETF worth $218K as of Q2 2026.
Palumbo Wealth Management sold 1,376 iShares National Muni Bond ETF shares in Q2 2026, an estimated $147K.
iShares National Muni Bond ETF made up 0.05% of Palumbo Wealth Management's portfolio in Q2 2026, its #220 holding.
Palumbo Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 13 quarters since.
Palumbo Wealth Management's iShares National Muni Bond ETF position peaked at $461K in Q3 2024.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.