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

Quaker Wealth 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
2025
Q2 		– Sell
-110
Closed -$11.6K – 1400
2025
Q1 		$11.6K Buy
+110
New +$11.7K ﹤0.01% 289

Other funds holding MUB

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
Envestnet Portfolio Solutions
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Quaker Wealth Management's MUB Position: Q2 2026 in Review

Quaker Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 71% in Q2 2026, buying an estimated $12.8K and bringing the position to 289 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #206.

Quaker Wealth Management first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. 589 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Quaker Wealth Management held 289 shares of iShares National Muni Bond ETF worth $31.1K as of Q2 2026.
  • Quaker Wealth Management bought 120 iShares National Muni Bond ETF shares in Q2 2026, an estimated $12.8K.
  • iShares National Muni Bond ETF made up 0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Quaker Wealth Management first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 589 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.