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

Private Wealth Group’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	$305K	Buy	2,837 +205	+8%	+$21.9K	0.12%	63
2026 Q1	$279K	Buy	2,632 +34	+1%	+$3.66K	0.13%	57
2025 Q4	$278K	Sell	2,598 -39	-1%	-$4.17K	0.13%	53
2025 Q3	$281K	Sell	2,637 -926	-26%	-$96.9K	0.14%	52
2025 Q2	$372K	Sell	3,563 -521	-13%	-$54.2K	0.2%	51
2025 Q1	$431K	Sell	4,084 -1	-0%	-$106	0.25%	43
2024 Q4	$435K	Buy	+4,085	New	+$439K	0.21%	48

Other funds holding MUB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Private Wealth Group increased its iShares National Muni Bond ETF (MUB) stake by 7.8% in Q2 2026, buying an estimated $21.9K and bringing the position to 2,837 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #63.

Private Wealth Group first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $435K in Q4 2024. 764 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Private Wealth Group held 2,837 shares of iShares National Muni Bond ETF worth $305K as of Q2 2026.
Private Wealth Group bought 205 iShares National Muni Bond ETF shares in Q2 2026, an estimated $21.9K.
iShares National Muni Bond ETF made up 0.12% of Private Wealth Group's portfolio in Q2 2026, its #63 holding.
Private Wealth Group first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Private Wealth Group's iShares National Muni Bond ETF position peaked at $435K in Q4 2024.
764 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Private Wealth Group's 13F filing for Q2 2026, filed 8 Jul 2026.