Philip James Wealth Mangement’s iShares National Muni Bond ETF MUB Stock Holding History

Philip James Wealth Mangement’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	$203K	Sell	1,882 -1,388	-42%	-$148K	0.02%	149
2026 Q1	$347K	Sell	3,270 -118	-3%	-$12.7K	0.04%	132
2025 Q4	$363K	Sell	3,388 -125	-4%	-$13.4K	0.04%	137
2025 Q3	$374K	Sell	3,513 -1,177	-25%	-$123K	0.04%	132
2025 Q2	$490K	Sell	4,690 -956	-17%	-$99.4K	0.06%	110
2025 Q1	$595K	Sell	5,646 -1,461	-21%	-$155K	0.07%	99
2024 Q4	$757K	Sell	7,107 -169	-2%	-$18.2K	0.1%	88
2024 Q3	$790K	Buy	7,276 +10	+0.1%	+$1.08K	0.1%	83
2024 Q2	$774K	Sell	7,266 -13,733	-65%	-$1.46M	0.52%	27
2024 Q1	$2.26M	Sell	20,999 -23	-0.1%	-$2.48K	1.6%	16
2023 Q4	$2.28M	Buy	+21,022	New	+$2.2M	1.76%	15

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

Philip James Wealth Mangement's MUB Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its iShares National Muni Bond ETF (MUB) stake by 42% in Q2 2026, selling an estimated $148K and leaving 1,882 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #149.

Philip James Wealth Mangement first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.28M in Q4 2023. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Philip James Wealth Mangement held 1,882 shares of iShares National Muni Bond ETF worth $203K as of Q2 2026.
Philip James Wealth Mangement sold 1,388 iShares National Muni Bond ETF shares in Q2 2026, an estimated $148K.
iShares National Muni Bond ETF made up 0.02% of Philip James Wealth Mangement's portfolio in Q2 2026, its #149 holding.
Philip James Wealth Mangement first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
Philip James Wealth Mangement's iShares National Muni Bond ETF position peaked at $2.28M in Q4 2023.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.