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

Retirement Wealth Solutions’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	$1.84M	Buy	17,124 +3,105	+22%	+$332K	1.02%	21
2026 Q1	$1.49M	Sell	14,019 -2,475	-15%	-$266K	0.94%	23
2025 Q4	$1.77M	Sell	16,494 -162	-1%	-$17.3K	1.12%	21
2025 Q3	$1.77M	Sell	16,656 -4,479	-21%	-$469K	1.17%	22
2025 Q2	$2.21M	Buy	21,135 +123	+0.6%	+$12.8K	1.61%	19
2025 Q1	$2.22M	Buy	21,012 +763	+4%	+$81.1K	1.79%	17
2024 Q4	$2.14M	Buy	+20,249	New	+$2.18M	1.81%	17

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

Retirement Wealth Solutions's MUB Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares National Muni Bond ETF (MUB) stake by 22% in Q2 2026, buying an estimated $332K and bringing the position to 17,124 shares worth $1.84M. The position accounts for 1.02% of the portfolio, ranked #21.

Retirement Wealth Solutions first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q1 2025. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Retirement Wealth Solutions held 17,124 shares of iShares National Muni Bond ETF worth $1.84M as of Q2 2026.
Retirement Wealth Solutions bought 3,105 iShares National Muni Bond ETF shares in Q2 2026, an estimated $332K.
iShares National Muni Bond ETF made up 1.02% of Retirement Wealth Solutions's portfolio in Q2 2026, its #21 holding.
Retirement Wealth Solutions first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Wealth Solutions's iShares National Muni Bond ETF position peaked at $2.22M in Q1 2025.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.