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

Regimen 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	$1.9M	Buy	17,633 +140	+0.8%	+$15K	0.51%	26
2026 Q1	$1.86M	Buy	17,493 +92	+0.5%	+$9.89K	0.54%	24
2025 Q4	$1.86M	Buy	17,401 +178	+1%	+$19.1K	0.55%	26
2025 Q3	$1.83M	Buy	17,223 +136	+0.8%	+$14.2K	0.54%	26
2025 Q2	$1.79M	Sell	17,087 -189,888	-92%	-$19.7M	0.55%	26
2025 Q1	$21.8M	Buy	206,975 +5,172	+3%	+$550K	7.02%	4
2024 Q4	$21.5M	Buy	201,803 +16,223	+9%	+$1.74M	7.02%	4
2024 Q3	$20.2M	Buy	185,580 +2,210	+1%	+$238K	6.52%	4
2024 Q2	$19.5M	Buy	183,370 +11,302	+7%	+$1.2M	6.73%	4
2024 Q1	$18.5M	Buy	172,068 +15,614	+10%	+$1.68M	6.42%	4
2023 Q4	$17M	Buy	156,454 +5,018	+3%	+$524K	6.49%	5
2023 Q3	$15.5M	Buy	151,436 +3,367	+2%	+$355K	6.38%	5
2023 Q2	$15.8M	Buy	148,069 +4,037	+3%	+$431K	6.55%	5
2023 Q1	$15.6M	Buy	+144,032	New	+$15.4M	6.74%	5

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

Regimen Wealth's MUB Position: Q2 2026 in Review

Regimen Wealth increased its iShares National Muni Bond ETF (MUB) stake by 0.8% in Q2 2026, buying an estimated $15K and bringing the position to 17,633 shares worth $1.9M. The position accounts for 0.51% of the portfolio, ranked #26.

Regimen Wealth first reported a position in MUB in Q1 2023 and has held it in 14 quarters since. The position peaked at $21.8M in Q1 2025. 1,632 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Regimen Wealth held 17,633 shares of iShares National Muni Bond ETF worth $1.9M as of Q2 2026.
Regimen Wealth bought 140 iShares National Muni Bond ETF shares in Q2 2026, an estimated $15K.
iShares National Muni Bond ETF made up 0.51% of Regimen Wealth's portfolio in Q2 2026, its #26 holding.
Regimen Wealth first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
Regimen Wealth's iShares National Muni Bond ETF position peaked at $21.8M in Q1 2025.
1,632 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.