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Presilium Private Wealth’s iShares National Muni Bond ETF MUB Stock Holding History

Presilium Private Wealth’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 		$6.58M Buy
61,109
+2,700
+5% +$289K 1.01% 15
2026
Q1 		$6.2M Buy
58,409
+3,004
+5% +$323K 1.09% 15
2025
Q4 		$5.93M Buy
55,405
+3,017
+6% +$323K 1.08% 15
2025
Q3 		$5.58M Buy
52,388
+2,887
+6% +$302K 1.06% 15
2025
Q2 		$5.17M Buy
49,501
+1,465
+3% +$152K 1.06% 16
2025
Q1 		$5.06M Buy
48,036
+2,979
+7% +$317K 1.13% 15
2024
Q4 		$4.8M Sell
45,057
-862
-2% -$92.6K 1.1% 15
2024
Q3 		$4.99M Sell
45,919
-929
-2% -$100K 1.15% 15
2024
Q2 		$4.99M Buy
46,848
+1,265
+3% +$135K 1.26% 15
2024
Q1 		$4.9M Buy
45,583
+2,560
+6% +$276K 1.3% 15
2023
Q4 		$4.66M Sell
43,023
-3,666
-8% -$383K 1.33% 16
2023
Q3 		$4.79M Buy
46,689
+10,200
+28% +$1.08M 1.52% 15
2023
Q2 		$3.89M Buy
36,489
+2,116
+6% +$226K 1.34% 15
2023
Q1 		$3.7M Buy
34,373
+6,347
+23% +$678K 1.43% 15
2022
Q4 		$2.96M Buy
+28,026
New +$2.92M 1.24% 16

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

Presilium Private Wealth's MUB Position: Q2 2026 in Review

Presilium Private Wealth increased its iShares National Muni Bond ETF (MUB) stake by 4.6% in Q2 2026, buying an estimated $289K and bringing the position to 61,109 shares worth $6.58M. The position accounts for 1.01% of the portfolio, ranked #15.

Presilium Private Wealth first reported a position in MUB in Q4 2022 and has held it in 15 quarters since. 1,632 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Presilium Private Wealth held 61,109 shares of iShares National Muni Bond ETF worth $6.58M as of Q2 2026.
  • Presilium Private Wealth bought 2,700 iShares National Muni Bond ETF shares in Q2 2026, an estimated $289K.
  • iShares National Muni Bond ETF made up 1.01% of Presilium Private Wealth's portfolio in Q2 2026, its #15 holding.
  • Presilium Private Wealth first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,632 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.