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

Rockwood 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	$30.3M	Sell	281,594 -10,151	-3%	-$1.09M	1.92%	11
2026 Q1	$31M	Sell	291,745 -4,579	-2%	-$492K	2.22%	10
2025 Q4	$31.7M	Buy	296,324 +962	+0.3%	+$103K	2.37%	10
2025 Q3	$31.5M	Sell	295,362 -11,334	-4%	-$1.19M	2.51%	9
2025 Q2	$32M	Buy	306,696 +303,080	+8,382%	+$31.5M	2.82%	9
2025 Q1	$381K	Buy	+3,616	New	+$385K	0.04%	65
2024 Q3	–	Sell	-2,272	Closed	-$242K	–	92
2024 Q2	$242K	Buy	+2,272	New	+$242K	0.03%	75
2022 Q3	–	Sell	-5,870	Closed	-$624K	–	76
2022 Q2	$624K	Sell	5,870 -580	-9%	-$61.9K	0.29%	29
2022 Q1	$707K	Sell	6,450 -175	-3%	-$19.8K	0.34%	28
2021 Q4	$770K	Buy	+6,625	New	+$769K	0.34%	32

Other funds holding MUB

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

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

Rockwood Wealth Management reduced its iShares National Muni Bond ETF (MUB) stake by 3.5% in Q2 2026, selling an estimated $1.09M and leaving 281,594 shares worth $30.3M. The position accounts for 1.92% of the portfolio, ranked #11.

Rockwood Wealth Management first reported a position in MUB in Q4 2021 and has held it in 10 quarters since. The position peaked at $32M in Q2 2025. 855 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Rockwood Wealth Management held 281,594 shares of iShares National Muni Bond ETF worth $30.3M as of Q2 2026.
Rockwood Wealth Management sold 10,151 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.09M.
iShares National Muni Bond ETF made up 1.92% of Rockwood Wealth Management's portfolio in Q2 2026, its #11 holding.
Rockwood Wealth Management first reported a position in iShares National Muni Bond ETF in Q4 2021 and has held it in 10 quarters since.
Rockwood Wealth Management's iShares National Muni Bond ETF position peaked at $32M in Q2 2025.
855 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

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