Prosperity Consulting Group’s iShares National Muni Bond ETF MUB Stock Holding History

Prosperity Consulting 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	$5.67M	Sell	52,683 -8,762	-14%	-$937K	0.21%	89
2026 Q1	$6.52M	Sell	61,445 -306	-0.5%	-$32.9K	0.29%	61
2025 Q4	$6.61M	Buy	61,751 +11,049	+22%	+$1.18M	0.3%	61
2025 Q3	$5.4M	Buy	50,702 +26,246	+107%	+$2.75M	0.27%	73
2025 Q2	$2.56M	Sell	24,456 -5,049	-17%	-$525K	0.19%	121
2025 Q1	$3.11M	Sell	29,505 -12,566	-30%	-$1.34M	0.24%	99
2024 Q4	$4.48M	Buy	42,071 +533	+1%	+$57.3K	0.34%	71
2024 Q3	$4.51M	Buy	41,538 +20,102	+94%	+$2.17M	0.35%	67
2024 Q2	$2.28M	Sell	21,436 -1,843	-8%	-$196K	0.31%	85
2024 Q1	$2.5M	Buy	+23,279	New	+$2.51M	0.31%	90

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

Prosperity Consulting Group's MUB Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares National Muni Bond ETF (MUB) stake by 14% in Q2 2026, selling an estimated $937K and leaving 52,683 shares worth $5.67M. The position accounts for 0.21% of the portfolio, ranked #89.

Prosperity Consulting Group first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.61M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Prosperity Consulting Group held 52,683 shares of iShares National Muni Bond ETF worth $5.67M as of Q2 2026.
Prosperity Consulting Group sold 8,762 iShares National Muni Bond ETF shares in Q2 2026, an estimated $937K.
iShares National Muni Bond ETF made up 0.21% of Prosperity Consulting Group's portfolio in Q2 2026, its #89 holding.
Prosperity Consulting Group first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Prosperity Consulting Group's iShares National Muni Bond ETF position peaked at $6.61M in Q4 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.