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

PUREfi 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	$1.17M	Sell	10,852 -1,479	-12%	-$158K	0.64%	40
2026 Q1	$1.31M	Buy	12,331 +1,208	+11%	+$130K	0.86%	27
2025 Q4	$1.19M	Buy	11,123 +717	+7%	+$76.8K	0.91%	26
2025 Q3	$1.11M	Sell	10,406 -1,044	-9%	-$109K	0.85%	27
2025 Q2	$1.2M	Buy	+11,450	New	+$1.19M	0.96%	21
2025 Q1	–	Sell	-2,084	Closed	-$222K	–	165
2024 Q4	$222K	Buy	+2,084	New	+$224K	0.22%	136

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

PUREfi Wealth's MUB Position: Q2 2026 in Review

PUREfi Wealth reduced its iShares National Muni Bond ETF (MUB) stake by 12% in Q2 2026, selling an estimated $158K and leaving 10,852 shares worth $1.17M. The position accounts for 0.64% of the portfolio, ranked #40.

PUREfi Wealth first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.31M in Q1 2026. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

PUREfi Wealth held 10,852 shares of iShares National Muni Bond ETF worth $1.17M as of Q2 2026.
PUREfi Wealth sold 1,479 iShares National Muni Bond ETF shares in Q2 2026, an estimated $158K.
iShares National Muni Bond ETF made up 0.64% of PUREfi Wealth's portfolio in Q2 2026, its #40 holding.
PUREfi Wealth first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
PUREfi Wealth's iShares National Muni Bond ETF position peaked at $1.31M in Q1 2026.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.