RW
MUB icon

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

Rockport 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 		$227K Buy
+2,111
New +$226K 0.04% 101
2025
Q1 		– Sell
-2,921
Closed -$317K – 59
2024
Q4 		$317K Buy
2,921
+62
+2% +$6.66K 0.14% 53
2024
Q3 		$311K Sell
2,859
-62
-2% -$6.68K 0.08% 54
2024
Q2 		$311K Buy
2,921
+62
+2% +$6.6K 0.13% 52
2024
Q1 		$306K Buy
+2,859
New +$309K 0.2% 47

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Rockport Wealth's MUB Position: Q2 2026 in Review

Rockport Wealth opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 2,111 shares worth $227K. The stake represents 0.04% of the portfolio and ranks #101 among its holdings. This is a return to the name: Rockport Wealth previously reported a position in MUB as recently as Q4 2024.

Rockport Wealth first reported a position in MUB in Q1 2024 and has held it in 5 quarters since. The position peaked at $317K in Q4 2024. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Rockport Wealth held 2,111 shares of iShares National Muni Bond ETF worth $227K as of Q2 2026.
  • iShares National Muni Bond ETF was a new Rockport Wealth position in Q2 2026.
  • iShares National Muni Bond ETF made up 0.04% of Rockport Wealth's portfolio in Q2 2026, its #101 holding.
  • Rockport Wealth first reported a position in iShares National Muni Bond ETF in Q1 2024 and has held it in 5 quarters since.
  • Rockport Wealth's iShares National Muni Bond ETF position peaked at $317K in Q4 2024.
  • 1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Rockport Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.