PWS
MUB icon

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

Physician Wealth Solutions’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 		$2.66M Sell
24,681
-388
-2% -$41.5K 1.01% 21
2026
Q1 		$2.66M Sell
25,069
-11
-0% -$1.18K 1.1% 22
2025
Q4 		$2.69M Hold
25,080
– – 1.14% 21
2025
Q3 		$2.67M Hold
25,080
– – 1.17% 22
2025
Q2 		$2.62M Sell
25,080
-12,296
-33% -$1.28M 1.22% 22
2025
Q1 		$3.94M Buy
37,376
+7,156
+24% +$761K 1.98% 16
2024
Q4 		$3.22M Buy
30,220
+445
+1% +$47.8K 1.61% 19
2024
Q3 		$3.19M Buy
29,775
+3,265
+12% +$352K 1.59% 18
2024
Q2 		$2.82M Buy
26,510
+486
+2% +$51.8K 2.02% 18
2024
Q1 		$2.8M Buy
26,024
+521
+2% +$56.2K 2.35% 17
2023
Q4 		$2.76M Buy
+25,503
New +$2.67M 2.76% 16

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
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Physician Wealth Solutions reduced its iShares National Muni Bond ETF (MUB) stake by 1.5% in Q2 2026, selling an estimated $41.5K and leaving 24,681 shares worth $2.66M. The position accounts for 1.01% of the portfolio, ranked #21.

Physician Wealth Solutions first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.94M in Q1 2025. 322 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Physician Wealth Solutions held 24,681 shares of iShares National Muni Bond ETF worth $2.66M as of Q2 2026.
  • Physician Wealth Solutions sold 388 iShares National Muni Bond ETF shares in Q2 2026, an estimated $41.5K.
  • iShares National Muni Bond ETF made up 1.01% of Physician Wealth Solutions's portfolio in Q2 2026, its #21 holding.
  • Physician Wealth Solutions first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Physician Wealth Solutions's iShares National Muni Bond ETF position peaked at $3.94M in Q1 2025.
  • 322 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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