PrairieView Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

PrairieView Wealth Partners’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	$8.47M	Sell	78,709 -2,688	-3%	-$287K	6.33%	7
2026 Q1	$8.64M	Sell	81,397 -2,224	-3%	-$239K	7.08%	6
2025 Q4	$8.96M	Sell	83,621 -1,935	-2%	-$207K	8.13%	5
2025 Q3	$9.11M	Sell	85,556 -1,540	-2%	-$161K	8.56%	4
2025 Q2	$9.1M	Buy	+87,096	New	+$9.06M	9.45%	4

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

PrairieView Wealth Partners's MUB Position: Q2 2026 in Review

PrairieView Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 3.3% in Q2 2026, selling an estimated $287K and leaving 78,709 shares worth $8.47M. The position accounts for 6.33% of the portfolio, ranked #7.

PrairieView Wealth Partners first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.11M in Q3 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

PrairieView Wealth Partners held 78,709 shares of iShares National Muni Bond ETF worth $8.47M as of Q2 2026.
PrairieView Wealth Partners sold 2,688 iShares National Muni Bond ETF shares in Q2 2026, an estimated $287K.
iShares National Muni Bond ETF made up 6.33% of PrairieView Wealth Partners's portfolio in Q2 2026, its #7 holding.
PrairieView Wealth Partners first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
PrairieView Wealth Partners's iShares National Muni Bond ETF position peaked at $9.11M in Q3 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on PrairieView Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.