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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

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
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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. 322 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.
  • 322 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.