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

Power 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 		$1.47M Sell
13,619
-4,275
-24% -$457K 0.5% 30
2026
Q1 		$1.9M Sell
17,894
-1,574
-8% -$169K 0.71% 22
2025
Q4 		$2.09M Sell
19,468
-262
-1% -$28.1K 0.73% 26
2025
Q3 		$2.1M Sell
19,730
-4,083
-17% -$427K 0.77% 24
2025
Q2 		$2.49M Sell
23,813
-592
-2% -$61.5K 0.96% 23
2025
Q1 		$2.57M Sell
24,405
-18,262
-43% -$1.94M 1.04% 19
2024
Q4 		$4.55M Buy
42,667
+1,309
+3% +$141K 1.9% 11
2024
Q3 		$4.49M Buy
41,358
+290
+0.7% +$31.3K 1.92% 12
2024
Q2 		$4.38M Sell
41,068
-2,883
-7% -$307K 2.09% 14
2024
Q1 		$4.73M Buy
43,951
+4,481
+11% +$484K 2.97% 9
2023
Q4 		$4.28M Buy
+39,470
New +$4.12M 2.97% 10

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Power Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 24% in Q2 2026, selling an estimated $457K and leaving 13,619 shares worth $1.47M. The position accounts for 0.5% of the portfolio, ranked #30.

Power Wealth Management first reported a position in MUB in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.73M in Q1 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Power Wealth Management held 13,619 shares of iShares National Muni Bond ETF worth $1.47M as of Q2 2026.
  • Power Wealth Management sold 4,275 iShares National Muni Bond ETF shares in Q2 2026, an estimated $457K.
  • iShares National Muni Bond ETF made up 0.5% of Power Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Power Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Power Wealth Management's iShares National Muni Bond ETF position peaked at $4.73M in Q1 2024.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.