RWA
MUB icon

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

Rooted Wealth Advisors’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 		$988K Sell
9,178
-14
-0.2% -$1.5K 0.24% 65
2026
Q1 		$987K Sell
9,192
-3,927
-30% -$422K 0.26% 62
2025
Q4 		$1.41M Sell
13,119
-410
-3% -$43.9K 0.4% 48
2025
Q3 		$1.44M Sell
13,529
-152
-1% -$15.9K 0.44% 40
2025
Q2 		$1.42M Buy
13,681
+55
+0.4% +$5.72K 0.49% 35
2025
Q1 		$1.44M Sell
13,626
-30
-0.2% -$3.19K 0.62% 33
2024
Q4 		$1.45M Sell
13,656
-330
-2% -$35.5K 0.57% 35
2024
Q3 		$1.51M Buy
13,986
+1,587
+13% +$171K 0.67% 29
2024
Q2 		$1.33M Sell
12,399
-262
-2% -$27.9K 0.59% 36
2024
Q1 		$1.35M Sell
12,661
-110
-0.9% -$11.9K 0.67% 32
2023
Q4 		$1.38M Buy
12,771
+7,836
+159% +$819K 0.72% 30
2023
Q3 		$517K Buy
4,935
+855
+21% +$90.2K 0.32% 47
2023
Q2 		$434K Buy
4,080
+2,215
+119% +$237K 0.29% 48
2023
Q1 		$201K Buy
+1,865
New +$199K 0.15% 84

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

Rooted Wealth Advisors's MUB Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 0.15% in Q2 2026, selling an estimated $1.5K and leaving 9,178 shares worth $988K. The position accounts for 0.24% of the portfolio, ranked #65.

Rooted Wealth Advisors first reported a position in MUB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.51M in Q3 2024. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Rooted Wealth Advisors held 9,178 shares of iShares National Muni Bond ETF worth $988K as of Q2 2026.
  • Rooted Wealth Advisors sold 14 iShares National Muni Bond ETF shares in Q2 2026, an estimated $1.5K.
  • iShares National Muni Bond ETF made up 0.24% of Rooted Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Rooted Wealth Advisors first reported a position in iShares National Muni Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Rooted Wealth Advisors's iShares National Muni Bond ETF position peaked at $1.51M in Q3 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.