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

RWA Wealth Partners’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 		$242M Sell
2,248,617
-82,974
-4% -$8.87M 2.32% 8
2026
Q1 		$247M Sell
2,331,591
-35,380
-1% -$3.8M 2.71% 6
2025
Q4 		$254M Sell
2,366,971
-28,440
-1% -$3.04M 2.77% 5
2025
Q3 		$255M Sell
2,395,411
-28,269
-1% -$2.96M 2.9% 5
2025
Q2 		$253M Sell
2,423,680
-259,566
-10% -$27M 3.17% 5
2025
Q1 		$283M Sell
2,683,246
-97,350
-4% -$10.4M 3.57% 6
2024
Q4 		$296M Sell
2,780,596
-13,279
-0.5% -$1.43M 3.65% 6
2024
Q3 		$303M Buy
2,793,875
+14,526
+0.5% +$1.57M 3.79% 6
2024
Q2 		$296M Buy
2,779,349
+14,139
+0.5% +$1.51M 3.91% 6
2024
Q1 		$298M Buy
2,765,210
+35,935
+1% +$3.88M 4% 6
2023
Q4 		$296M Buy
2,729,275
+2,162,458
+382% +$226M 4.22% 6
2023
Q3 		$58.1M Buy
566,817
+11,680
+2% +$1.23M 1.27% 12
2023
Q2 		$59.2M Sell
555,137
-11,688
-2% -$1.25M 1.3% 12
2023
Q1 		$61.1M Buy
566,825
+9,896
+2% +$1.06M 1.47% 10
2022
Q4 		$59.8M Buy
556,929
+166,421
+43% +$17.3M 1.49% 10
2022
Q3 		$40.1M Buy
390,508
+267,159
+217% +$28.4M 2.82% 8
2022
Q2 		$13.1M Sell
123,349
-237,803
-66% -$25.4M 0.89% 21
2022
Q1 		$39.6M Buy
361,152
+301,562
+506% +$34M 2.56% 10
2021
Q4 		$6.93M Buy
59,590
+52,238
+711% +$6.07M 0.47% 58
2021
Q3 		$854K Sell
7,352
-4,794
-39% -$562K 0.06% 139
2021
Q2 		$1.42M Sell
12,146
-6,906
-36% -$807K 0.11% 107
2021
Q1 		$2.21M Buy
19,052
+5,317
+39% +$620K 0.18% 92
2020
Q4 		$1.61M Buy
13,735
+718
+6% +$83.4K 0.14% 96
2020
Q3 		$1.51M Hold
13,017
– – 0.16% 88
2020
Q2 		$1.5M Sell
13,017
-1,787
-12% -$203K 0.18% 84
2020
Q1 		$1.67M Hold
14,804
– – 0.24% 77
2019
Q4 		$1.69M Sell
14,804
-661
-4% -$75.3K 0.17% 98
2019
Q3 		$1.76M Hold
15,465
– – 0.19% 98
2019
Q2 		$1.75M Hold
15,465
– – 0.19% 93
2019
Q1 		$1.72M Sell
15,465
-5,483
-26% -$601K 0.2% 95
2018
Q4 		$2.28M Sell
20,948
-591,548
-97% -$63.7M 0.3% 78
2018
Q3 		$66.1M Sell
612,496
-11,854
-2% -$1.29M 7.4% 2
2018
Q2 		$68.1M Sell
624,350
-42,324
-6% -$4.59M 7.6% 2
2018
Q1 		$72.6M Sell
666,674
-23,300
-3% -$2.54M 9.34% 2
2017
Q4 		$76.4M Sell
689,974
-16,164
-2% -$1.79M 8.59% 2
2017
Q3 		$78.3M Sell
706,138
-14,403
-2% -$1.6M 8.83% 2
2017
Q2 		$79.3M Sell
720,541
-19,949
-3% -$2.19M 9.73% 2
2017
Q1 		$80.7M Sell
740,490
-47,952
-6% -$5.2M 10.58% 2
2016
Q4 		$85.3M Buy
+788,442
New +$86.3M 77.37% 1

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

RWA Wealth Partners's MUB Position: Q2 2026 in Review

RWA Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 3.6% in Q2 2026, selling an estimated $8.87M and leaving 2,248,617 shares worth $242M. The position accounts for 2.32% of the portfolio, ranked #8.

RWA Wealth Partners first reported a position in MUB in Q4 2016 and has held it in 39 quarters since. The position peaked at $303M in Q3 2024. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • RWA Wealth Partners held 2,248,617 shares of iShares National Muni Bond ETF worth $242M as of Q2 2026.
  • RWA Wealth Partners sold 82,974 iShares National Muni Bond ETF shares in Q2 2026, an estimated $8.87M.
  • iShares National Muni Bond ETF made up 2.32% of RWA Wealth Partners's portfolio in Q2 2026, its #8 holding.
  • RWA Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2016 and has held it in 39 quarters since.
  • RWA Wealth Partners's iShares National Muni Bond ETF position peaked at $303M in Q3 2024.
  • 1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.