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

Private Wealth Asset 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	$872K	Sell	8,106 -1,275	-14%	-$136K	0.08%	141
2026 Q1	$996K	Sell	9,381 -1,786	-16%	-$192K	0.11%	126
2025 Q4	$1.2M	Sell	11,167 -627	-5%	-$67.1K	0.13%	112
2025 Q3	$1.26M	Sell	11,794 -244	-2%	-$25.5K	0.15%	101
2025 Q2	$1.26M	Buy	12,038 +1,897	+19%	+$197K	0.17%	96
2025 Q1	$1.07M	Buy	+10,141	New	+$1.08M	0.15%	105

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

Private Wealth Asset Management's MUB Position: Q2 2026 in Review

Private Wealth Asset Management reduced its iShares National Muni Bond ETF (MUB) stake by 14% in Q2 2026, selling an estimated $136K and leaving 8,106 shares worth $872K. The position accounts for 0.08% of the portfolio, ranked #141.

Private Wealth Asset Management first reported a position in MUB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.26M in Q2 2025. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Private Wealth Asset Management held 8,106 shares of iShares National Muni Bond ETF worth $872K as of Q2 2026.
Private Wealth Asset Management sold 1,275 iShares National Muni Bond ETF shares in Q2 2026, an estimated $136K.
iShares National Muni Bond ETF made up 0.08% of Private Wealth Asset Management's portfolio in Q2 2026, its #141 holding.
Private Wealth Asset Management first reported a position in iShares National Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's iShares National Muni Bond ETF position peaked at $1.26M in Q2 2025.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.