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

Reston 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
2026 Q2	$339K	Buy	3,151 +21	+0.7%	+$2.25K	0.09%	50
2026 Q1	$332K	Buy	3,130 +512	+20%	+$55.1K	0.1%	45
2025 Q4	$280K	Buy	2,618 +26	+1%	+$2.78K	0.09%	51
2025 Q3	$276K	Sell	2,592 -928	-26%	-$97.1K	0.09%	44
2025 Q2	$368K	Sell	3,520 -12,606	-78%	-$1.31M	0.13%	35
2025 Q1	$1.7M	Sell	16,126 -68,265	-81%	-$7.26M	0.69%	15
2024 Q4	$8.99M	Buy	84,391 +2,491	+3%	+$268K	3.34%	8
2024 Q3	$8.9M	Buy	81,900 +1,739	+2%	+$187K	3.22%	8
2024 Q2	$8.54M	Buy	80,161 +1,851	+2%	+$197K	3.42%	8
2024 Q1	$8.43M	Buy	+78,310	New	+$8.45M	3.42%	8

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

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

Reston Wealth Management increased its iShares National Muni Bond ETF (MUB) stake by 0.67% in Q2 2026, buying an estimated $2.25K and bringing the position to 3,151 shares worth $339K. The position accounts for 0.09% of the portfolio, ranked #50.

Reston Wealth Management first reported a position in MUB in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.99M in Q4 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Reston Wealth Management held 3,151 shares of iShares National Muni Bond ETF worth $339K as of Q2 2026.
Reston Wealth Management bought 21 iShares National Muni Bond ETF shares in Q2 2026, an estimated $2.25K.
iShares National Muni Bond ETF made up 0.09% of Reston Wealth Management's portfolio in Q2 2026, its #50 holding.
Reston Wealth Management first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 10 quarters since.
Reston Wealth Management's iShares National Muni Bond ETF position peaked at $8.99M in Q4 2024.
1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.