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

Physician 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 		$1.39M Buy
12,943
+257
+2% +$27.5K 0.17% 67
2026
Q1 		$1.35M Buy
12,686
+2,207
+21% +$237K 0.19% 62
2025
Q4 		$1.12M Buy
10,479
+343
+3% +$36.7K 0.16% 66
2025
Q3 		$1.08M Buy
10,136
+556
+6% +$58.2K 0.15% 68
2025
Q2 		$1M Buy
9,580
+2,347
+32% +$244K 0.16% 67
2025
Q1 		$763K Sell
7,233
-984
-12% -$105K 0.13% 77
2024
Q4 		$876K Sell
8,217
-1,813
-18% -$195K 0.15% 71
2024
Q3 		$1.08M Sell
10,030
-4,703
-32% -$507K 0.2% 61
2024
Q2 		$1.58M Buy
14,733
+1,679
+13% +$179K 0.29% 50
2024
Q1 		$1.39M Buy
13,054
+1,871
+17% +$202K 0.29% 53
2023
Q4 		$1.2M Sell
11,183
-813
-7% -$85K 0.27% 54
2023
Q3 		$1.23M Buy
11,996
+36
+0.3% +$3.8K 0.32% 50
2023
Q2 		$1.27M Buy
11,960
+122
+1% +$13K 0.32% 45
2023
Q1 		$1.26M Sell
11,838
-209
-2% -$22.3K 0.33% 43
2022
Q4 		$1.3M Buy
12,047
+360
+3% +$37.5K 0.35% 41
2022
Q3 		$1.21M Sell
11,687
-745
-6% -$79.2K 0.37% 42
2022
Q2 		$1.35M Sell
12,432
-5,980
-32% -$638K 0.39% 42
2022
Q1 		$1.96M Buy
18,412
+743
+4% +$83.9K 0.52% 37
2021
Q4 		$2.05M Buy
17,669
+1,748
+11% +$203K 0.54% 38
2021
Q3 		$1.84M Buy
15,921
+352
+2% +$41.3K 0.51% 39
2021
Q2 		$1.83M Buy
15,569
+467
+3% +$54.6K 0.53% 39
2021
Q1 		$1.75M Buy
15,102
+426
+3% +$49.7K 0.57% 34
2020
Q4 		$1.72M Buy
14,676
+7,777
+113% +$903K 0.58% 35
2020
Q3 		$794K Buy
6,899
+500
+8% +$58.1K 0.32% 46
2020
Q2 		$750K Buy
6,399
+184
+3% +$20.9K 0.3% 49
2020
Q1 		$699K Sell
6,215
-605
-9% -$69.1K 0.35% 46
2019
Q4 		$782K Buy
6,820
+311
+5% +$35.4K 0.35% 40
2019
Q3 		$742K Buy
+6,509
New +$743K 0.36% 40

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
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
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

Physician Wealth Advisors's MUB Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares National Muni Bond ETF (MUB) stake by 2% in Q2 2026, buying an estimated $27.5K and bringing the position to 12,943 shares worth $1.39M. The position accounts for 0.17% of the portfolio, ranked #67.

Physician Wealth Advisors first reported a position in MUB in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.05M in Q4 2021. 480 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Physician Wealth Advisors held 12,943 shares of iShares National Muni Bond ETF worth $1.39M as of Q2 2026.
  • Physician Wealth Advisors bought 257 iShares National Muni Bond ETF shares in Q2 2026, an estimated $27.5K.
  • iShares National Muni Bond ETF made up 0.17% of Physician Wealth Advisors's portfolio in Q2 2026, its #67 holding.
  • Physician Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's iShares National Muni Bond ETF position peaked at $2.05M in Q4 2021.
  • 480 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.