Precision Wealth Strategies’s iShares National Muni Bond ETF MUB Stock Holding History

Precision Wealth Strategies’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	$1.06M	Sell	9,832 -10,885	-53%	-$1.16M	0.32%	76
2026 Q1	$2.2M	Sell	20,717 -2,302	-10%	-$248K	0.73%	35
2025 Q4	$2.47M	Buy	23,019 +1,026	+5%	+$110K	0.8%	34
2025 Q3	$2.34M	Sell	21,993 -1,106	-5%	-$116K	0.76%	37
2025 Q2	$2.41M	Buy	+23,099	New	+$2.4M	0.78%	33

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

Precision Wealth Strategies's MUB Position: Q2 2026 in Review

Precision Wealth Strategies reduced its iShares National Muni Bond ETF (MUB) stake by 53% in Q2 2026, selling an estimated $1.16M and leaving 9,832 shares worth $1.06M. The position accounts for 0.32% of the portfolio, ranked #76.

Precision Wealth Strategies first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.47M in Q4 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Precision Wealth Strategies held 9,832 shares of iShares National Muni Bond ETF worth $1.06M as of Q2 2026.
Precision Wealth Strategies sold 10,885 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.16M.
iShares National Muni Bond ETF made up 0.32% of Precision Wealth Strategies's portfolio in Q2 2026, its #76 holding.
Precision Wealth Strategies first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
Precision Wealth Strategies's iShares National Muni Bond ETF position peaked at $2.47M in Q4 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.